Senior Investor Onboarding and Support Associate

Masterworks•New York City, NY

1d•$75,000 - $90,000

About The Position

As Senior Investor Onboarding and Support Associate, you’ll be the first point of contact for investors, and a point person for the onboarding process, ensuring compliance, and setting the tone for an exceptional client experience. You’ll also play a key role in supporting VIP investor success post-sale, building relationships that foster confidence and long-term engagement.

Requirements

3–5+ years of experience in client service, onboarding, operations, or investor support (financial services preferred).
Strong verbal and written communication skills — you make complex ideas simple and human.
Customer-first mindset with a passion for delivering white-glove service.
Bias to action, sound judgment, and ability to navigate ambiguity.
Collaborative and team-oriented approach.
High proficiency with CRM systems (HubSpot experience a plus).
Interest in art, finance, or alternative investments.

Nice To Haves

Familiarity with regulated environments or investor accreditation (a plus).

Responsibilities

Investor Onboarding
Welcome new investors to the platform and guide them through account setup, KYC verification, and documentation.
Coordinate across internal teams (Compliance, Advisory, Product, Finance) to ensure every account is activated smoothly and efficiently.
Maintain a deep understanding of our product and investment process to confidently address investor questions.
Investor Success & Support
Build trusted relationships with VIP investors, proactively addressing questions and ensuring they feel supported beyond onboarding.
Act as the voice of the investor within Masterworks, surfacing insights and feedback that help improve the client experience.
Manage communications through CRM and ticketing systems, maintaining professionalism and attention to detail across all interactions.