Investor Services Specialist
Core
Own the self-directed investor experience for retail investors accessing private venture capital, managing support from KYC through reinvestment.
Role type
Investor Services Specialist (Retail Investment Platform)
Builds
Autonomous support systems, agentic workflows, and self-serve content for investor onboarding and ongoing account management.
Domain
Venture Capital / Retail Investment / Fintech
Deliverable
client delivery
Required skills
Investor support operations, compliance intake coordination, CRM management, investor communications, automation system design, stakeholder coordination (Product/Compliance/Administrator)
Preferred skills
AI application for support leverage, experience in regulated environments
Responsibilities
Own email and phone support for self-directed investors; Run investor onboarding and compliance intake escalations; Build and maintain agentic systems, automations, and self-serve content; Manage investor communications regarding tender offers, NAV, statements, and tax forms; Maintain CRM and investor-record accuracy; Feed recurring investor issues to Product, Compliance, and Marketing; Coordinate with Compliance on communication templates; Coordinate with fund administrator and custodian on settlement and statement questions.