Investor Relations Representative

Life Surge • Palmetto, FL

2d • Onsite

About The Position

SurgeU is seeking an Investor Relations Representative to serve as the first point of contact for people requesting information about the company’s investment offerings. This is an investor service and relationship-support role focused on providing approved factual information, answering general administrative questions, and routing investment-specific inquiries to authorized personnel. The role emphasizes accurate, timely communication, organized meeting coordination, reliable follow-up, and complete records to support a responsive and consistent investor experience.

The representative responds to inquiries by phone, email, and text; conducts follow-up only with individuals who requested information; gathers basic administrative and eligibility information using approved procedures; schedules meetings; prepares prospects for appointments; maintains CRM records and communication queues; supports paperwork, document collection, subscriptions, transfers, redemptions, distributions, and investor events in a ministerial administrative capacity; and tracks non-transactional service metrics. The position must follow approved talking points and company policies, escalating questions about investment merits, terms, suitability, strategy, or other investment-specific matters to Legal/Compliance or authorized team members. The role does not solicit or recommend investments, provide investment advice, negotiate terms, accept orders, funds, or securities, or effect securities transactions. Compensation is not based directly or indirectly on securities transactions or capital raised.

This is a full-time, 40-hour-per-week, in-person position. It reports to the Vice President of Investor Relations. SurgeU describes its work as faith-based business education and empowerment and its culture as collaborative, proactive, and supportive of recognizing strong performance.

Requirements

• 1–3+ years of experience in customer service, investor/client relations, appointment coordination, administrative support, or another high-volume phone-based role.
• Exceptional phone presence and strong written communication; warm, clear, confident, and trustworthy communication.
• Outstanding organization and follow-through, with reliable management of details, notes, and commitments.
• Comfort communicating professionally with accredited and high-net-worth individuals.
• Discipline to stay within approved factual talking points and escalate investment-related questions rather than improvise.
• Basic CRM and technology proficiency.
• Resilience, grit, coachability, and a team-first posture.

Nice To Haves

• Bachelor's degree in business, communications, finance, or a related field.

Responsibilities

• Serve as the first point of contact for individuals requesting information about company investment offerings through marketing channels and annual live events.
• Respond to inbound inquiries by phone, email, and text.
• Conduct follow-up calls only with individuals who have requested information, using approved scripts and materials.
• Provide professional, responsive service and establish trust through accurate and timely communication.
• Collect basic contact, accreditation/eligibility, and administrative information using approved forms and scripts, without evaluating suitability or making recommendations.
• Follow up on pending administrative requests and previously requested information.
• Escalate questions about investment merits, terms, suitability, strategy, or investment-specific matters to Legal/Compliance or other authorized personnel.
• Schedule requested meetings with appropriate authorized team members and manage calendars based on availability and administrative needs.
• Confirm appointments, send reminders, and provide relevant administrative and contact details to appropriate team members.
• Follow up with cancellations and no-shows solely for administrative rescheduling when requested.
• Maintain accurate and complete CRM records, including contact information, notes, status, and next steps.
• Manage follow-up tasks and communication queues.
• Assist with administrative paperwork and document collection without recommending or negotiating investment terms.
• Provide ministerial administrative support for subscriptions, transfers, redemptions, and distributions without accepting investment decisions, funds, or securities or effecting transactions.
• Maintain accurate records for prospective and current investors.
• Support investor events, including administrative coordination, registration, and approved follow-up communications.
• Track inquiry volume, response times, appointment show rates, service levels, and other non-transactional activity metrics.
• Coordinate with Marketing, Legal/Compliance, and Operations to maintain brand standards.
• Maintain knowledge of company offerings and approved talking points solely to provide approved factual information, while following company policies and applicable regulatory requirements.
• Support team goals and process improvements.
• Perform other related duties as assigned.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Holidays
• Paid time off
• Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed