Associate, Investor Support

Yieldstreet•New York, NY

4d•$85,000 - $95,000•Onsite

About The Position

Willow Wealth is seeking an Investor Support Associate to join our team, serving as a key point of contact for high-net-worth clients with complex private market portfolios. You will work directly with sophisticated investors to review portfolio performance, understand reporting, navigate the platform, and resolve nuanced investment-related questions with clarity and confidence. Team members are expected to develop a strong understanding of private markets, asset classes, and broader market dynamics to contextualize performance and reinforce investor confidence. This is a high-impact, client-facing role measured by customer experience, retention, and consistency of execution, and requires close collaboration with sales, marketing, operations and product teams.

Requirements

2–5+ years of experience in client service, investor relations, or a client-facing role within financial services or asset management
Strong understanding of investment concepts and financial markets
Clear and confident communicator, able to convey complex topics in a structured and digestible way
High emotional intelligence with the ability to navigate sensitive or high-stakes client interactions
Detail-oriented and solutions-driven, with a strong sense of ownership and follow-through
Natural collaborator ready to connect with internal stakeholders and drive operational efficiencies designed to improve the client experience
Curious and motivated to build a deeper understanding of private markets and investment products
Comfortable operating in a fast-paced, evolving environment with high effort and focus

Responsibilities

Deliver clear, confident, and consistent responses to investment- and portfolio-related inquiries, including performance context, reporting interpretation, and platform navigation
Be available for support via email and scheduled calls to high-net-worth clients
Develop fluency across asset classes and private markets to effectively contextualize client portfolios
Collaborate with investment, product, and operations teams to improve reporting, communication, and overall client experience
Identify and surface potential sales opportunities, providing warm handoffs to the sales team
Capture and communicate recurring client feedback to inform product and operational improvements