Investor Services Specialist
Core
First point of contact for the global investor community, managing high-volume investor inquiries and documentation processes to ensure a seamless investment lifecycle experience.
Role type
Investor Services Specialist (Operational Support)
Builds
Investor communication workflows and documentation management processes
Domain
Financial Services / Venture Capital
Deliverable
client delivery
Required skills
High-volume ticket management, SLA adherence, CRM/ticketing system proficiency, cross-functional collaboration, regulatory document processing, proactive problem solving
Preferred skills
Finance/fintech industry experience, Salesforce/Monday Work Management experience
Responsibilities
Respond to investor inquiries via email and ticketing system regarding transfers, distributions, and portfolio updates; Obtain EINs for new funds and entities; Review and process investor documentation; Maintain accurate records in CRM and ticketing tools; Escalate at-risk tickets to meet SLAs
Seniority
Mid-level, hands-on IC