4 часа назад
Investor Services Specialist (Fintech)
125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investor Services Specialist (Fintech): Supporting self-directed investors through onboarding, compliance intake, reinvestments, statements, NAV questions, and tax-season support with an accent on regulated investor operations and precise communication. Focus on building scalable FAQs, automations, agentic systems, and self-service content while coordinating complex investor issues with Compliance, Product, Marketing, fund administrators, and custodians.
Location: New York City, NY or San Francisco, CA; hybrid work with office attendance at least two days per week
Salary: $125,000+ annually, plus benefits and equity
Company
Asset Management operates USVC, an SEC-registered fund broadening retail investor access to venture capital and private technology companies.
What you will do
- Own email and phone support for self-directed investors.
- Support investor onboarding, including compliance intake escalations and KYC checks.
- Build and maintain agentic systems, automations, FAQs, help-center content, and other self-service tools.
- Manage communications about tender offer notices, NAV and statements, reinvestments, and 1099 tax support.
- Maintain CRM data and investor-record accuracy.
- Coordinate recurring investor issues with Product, Compliance, Marketing, the fund administrator, and the custodian.
Requirements
- 1–3 years of experience running investor or customer support operations in a retail investment platform, transfer agent, fund servicer, or consumer fintech.
- Experience working in a regulated environment.
- Clear and precise written communication with strong attention to detail.
- Experience turning recurring support volume into FAQs, macros, automations, or similar systems.
- Active use of AI to build operational leverage.
- Ability to work from the New York City or San Francisco office at least two days per week.
Culture & Benefits
- Competitive base salary, benefits, and equity package.
- Benefits designed to support personal and professional life.
- Work from hubs in New York City and San Francisco.
- Equal opportunity workplace focused on diversity and inclusion.
- Opportunity to build a support function from the ground up as USVC grows.
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