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The Analyst role provides the opportunity to learn and grow rapidly within the Member Service function. This position provides exceptional client service across all stages of the member journey, including managing member queries and operations related to new and existing investments. The ideal candidate will embrace the role of serving as the 'go to' person at Crowd Street, acting as a relationship manager, investor advocate, and educator. The successful candidate will join an established service team and report to a Director, Member Service. The top priorities of the Analyst role are to serve as 'investor concierge' for assigned investors, providing customers with exceptional service at all stages of their investment journey, educating members on the benefits of investing with Crowd Street and in private alternative investments, partnering with members to ensure account opening, accreditation and offer processes are efficiently completed, triaging member emails and escalations related to offer, investment, or account needs, and supporting the broader team’s efforts to provide quality services for our members, including collaborating across teams to enhance member experience, monitoring and tracking investment activity, and facilitating capital calls and other post-investment activities. The role also involves collaborating with internal teams including Product, Engineering, Sales, Marketplace Operations, and Investments, serving as an advocate for the investor, ensuring a high quality experience, and continuously iterating on the platform and process to maintain the highest caliber for members.
