Investor Services Specialist

AngelList • San Francisco, NY

6d • Hybrid

About The Position

USVC is seeking an Investor Services Specialist to own the self-directed investor experience. This role supports every retail investor who puts capital in through usvc.com, from their first KYC check through their tenth reinvestment. The Specialist will be the primary point of contact for USVC's investors, handling inquiries via email, phone, and supporting onboarding and escalations. The role involves building playbooks, FAQs, and automations to scale investor support as the fund grows.

Requirements

• Clear, precise written communication: you're the voice of USVC to investors and the voice of investors internally
• High attention to detail and low tolerance for poor investor experiences
• 1-3 years running investor or customer support operations at a retail investment platform, transfer agent, fund servicer, or consumer fintech, in a regulated environment
• Track record turning repeat support volume into systems (FAQs, macros, automations)
• Actively applying AI to build leverage

Responsibilities

• Own email support for all self-directed investors across mediums (email, phone)
• Run investor onboarding support, including supporting compliance intake escalations
• Build and maintain agentic systems, automations and self-serve content (FAQs, help center)
• Manage investor communications regarding tender offer notices, NAV/statement questions, and tax-season (1099) support
• Maintain CRM and investor-record accuracy
• Feed recurring investor issues back to Product, Compliance, and Marketing
• Coordinate with Compliance on approval of investor-facing communication templates
• Coordinate with the fund administrator and custodian on statement, NAV, and settlement questions investors raise

Benefits

• Competitive base salary
• Benefits
• Equity package

What This Job Offers

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