Investor Services SpecialistUSVC 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 escalationsBuild 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) supportMaintain CRM and investor-record accuracyFeed recurring investor issues back to Product, Compliance, and MarketingCoordinate with Compliance on approval of investor-facing communication templatesCoordinate with the fund administrator and custodian on statement, NAV, and settlement questions investors raiseWhat we're looking for:Clear, precise written communication: you're the voice of USVC to investors and the voice of investors internallyHigh attention to detail and low tolerance for poor investor experiences1-3 years running investor or customer support operations at a retail investment platform, transfer agent, fund servicer, or consumer fintech, in a regulated environmentTrack record turning repeat support volume into systems (FAQs, macros, automations)Actively applying AI to build leverageIf 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 & FoundersAngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Investor Services Specialist in san francisco at Unknown Company
This position is listed as full time and onsite.