Investor Services Specialist

AngelList

$125K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Clear, precise written communication skills to represent USVC to investors
  • High attention to detail and commitment to positive investor experiences
  • 1-3 years in investor or customer support operations in a retail or regulated finance environment
  • Proven ability to develop systems to manage support volume
  • Experience applying AI solutions for operational efficiency

Responsibilities

  • Manage email and phone support for self-directed investors
  • Facilitate investor onboarding and compliance processes
  • Develop and maintain automated support systems and self-serve content
  • Handle communications related to tender offers, NAV, and tax support
  • Ensure accuracy in CRM and investor records
  • Report recurring investor issues to relevant internal teams
  • Collaborate with Compliance on investor communication templates
  • Coordinate with fund administrators on investor queries regarding statements and settlements

Benefits

  • Comprehensive healthcare support both in and outside of work
  • Encouraging environment for continuous learning and development
  • Flexible work locations with a required in-office presence of two days per week
  • Equity stake in the company alongside competitive salary packages
Full Job Description
About the Role:
USVC is seeking an Investor Services Specialist to own the self-directed investor experience. This supports every retail investor who puts capital in through usvc.com, from their first KYC check through their tenth reinvestment.

This is a rare opportunity to own the frontline of how the public invests in venture capital. You're the primary point of contact for USVC's investors and will build a support function from the ground floor into autonomous systems that scale with USVC's growth.

Responsibilities:

  • Own email support for all self-directed investors across mediums (email, phone)
  • Run investor onboarding support, including supporting compliance intake escalations
  • Build and maintain agentic systems, automations and self-serve content (FAQs, help center)
  • Manage investor communications re: tender offer notices, NAV/statement questions, tax-season (1099) support
  • Maintain CRM and investor-record accuracy
  • Feed recurring investor issues back to Product, Compliance, and Marketing
  • Coordinate with Compliance on approval of investor-facing communication templates
  • Coordinate with the fund administrator and custodian on statement, NAV, and settlement questions investors raise


What we're looking for:

  • Clear, precise written communication: you're the voice of USVC to investors and the voice of investors internally
  • High attention to detail and low tolerance for poor investor experiences
  • 1-3 years running investor or customer support operations at a retail investment platform, transfer agent, fund servicer, or consumer fintech, in a regulated environment
  • Track record turning repeat support volume into systems (FAQs, macros, automations)
  • Actively applying AI to build leverage


Working Here

If you don't meet every requirement above, we still encourage you to apply. We value complementary strengths and operators who learn by doing.

We operate out of hubs in New York City and San Francisco. For most roles on those teams, we work from the office at least two days per week (Tuesdays and either Wednesday or Thursday).

Compensation:
The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $125,000+ annually but actual will vary based on a number of factors including a candidate's professional background, experience, and location. Full details about our Total Rewards package will be provided during the recruitment process.

Benefits:
We support your life both in and outside of work.
Explore our benefits
Learn about Funders & Founders

Similar Jobs

More Jobs at AngelList

More Finance & Insurance Jobs

Find similar Investor Services Specialist jobs: