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4 часа назад

Investor Services Specialist (Fintech)

125 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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 hirify.global 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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