Investor Services Specialist
About The Position
The Investor Services Specialist supports Capital Square’s Investor Relations Department in delivering exceptional service to investors. The role works with multiple departments and Investor Relations team members to learn and support the department’s functions. Its financial responsibilities include processing monthly and quarterly investor distributions, monitoring annual property rents for changes, and liaising with Treasury. The specialist also responds to inquiries from investors, financial representatives, and internal customers by phone and email; maintains investor information in CRM systems; and assists with property dispositions, account retitles, and 721 UPREITs. The position is office-based in Glen Allen, Virginia, with remote work one day per week. The stated schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m., or as the position requires.
Requirements
- At least 2 years of experience in a fast-paced office environment, with an emphasis on customer service.
- Strong problem-solving skills and the ability to investigate, interpret, and resolve investor questions or complications with minimal supervision.
- Professional demeanor in person, by email, and on the phone.
- Excellent written and verbal communication skills.
- Ability to work independently and collaborate with multiple individuals and teams.
- Ability to communicate complex topics and devise methods to simplify complicated processes.
- Must be coachable and eager to learn and grow.
- Proficiency with the MS Office Suite.
- Basic accounting skills.
Nice To Haves
- Bachelor’s degree preferred; commensurate experience in banking customer service, finance, real estate title, or real estate paralegal work is considered.
- Salesforce reporting experience.
- Alternative investments experience.
Responsibilities
- Process monthly and quarterly investor distributions.
- Liaise with the Treasury Department regarding investor distribution payments.
- Answer incoming investor phone calls, monitor the customer support email inbox, and respond to inquiries.
- Research customer concerns, resolve them, and escalate when necessary.
- Update and maintain investor information in multiple CRM systems.
- Support all members of the Investor Relations Team as needed.
- Monitor annual property rents for changes.
- Assist with property dispositions, account retitles, and 721 UPREITs.
Benefits
- Industry-competitive salary and performance-based bonuses.
- Comprehensive medical, dental, and vision coverage, with employee-only medical plan premiums fully covered.
- $35 per paycheck cell phone reimbursement.
- 120 hours of paid time off and 40 hours of sick time.
- 11 company-paid holidays and 2 floating holidays.
- 2 days of VTO (Voluntary Time Off).
- Matching 401(k) contribution.
- Professional development opportunities.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
