Investor Services Specialist

AngelList•San Francisco, CA

8d•$125,000•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 and phone, managing onboarding support, and addressing escalations. This role will also be responsible for 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 re: tender offer notices, NAV/statement questions, 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