Investor Services Specialist

AngelList
New York, San Francisco
Workplace: HybridFull timeUSD 125,000+ annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 1-3 yearsSkills: ["Clear written communication","Attention to detail","Investor empathy","Process improvement","Using AI"]

Own the self-directed investor support experience for USVC, serving as the primary point of contact across inbox, call center, onboarding, and escalations. Build investor-facing playbooks, FAQs, and automations to scale support for KYC through reinvestment. Handle investor communications on tender offers, NAV/statements, and tax-season needs while maintaining CRM accuracy and partnering with Compliance, Product, and Marketing to improve the experience.

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FursaFursa
AngelList
AngelList
2 months ago

Investor Services Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Own the self-directed investor support experience for USVC, serving as the primary point of contact across inbox, call center, onboarding, and escalations. Build investor-facing playbooks, FAQs, and automations to scale support for KYC through reinvestment. Handle investor communications on tender offers, NAV/statements, and tax-season needs while maintaining CRM accuracy and partnering with Compliance, Product, and Marketing to improve the experience.
Location: New York, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Own email support for self-directed investors across email and phone.
  • •Run investor onboarding support, including escalated compliance intake.
  • •Build and maintain agentic systems, automations, and self-serve content such as FAQs and help center materials.
  • •Manage investor communications for tender offer notices, NAV/statement questions, and tax-season (1099) support.
  • •Maintain CRM and investor-record accuracy, coordinate with Compliance on investor-facing templates, and partner with fund administrator/custodian on statement/NAV/settlement questions.

Pay and Benefits

Salary: USD 125,000 annually
Equity and Bonus:Equity

Key Requirements

  • •1-3 years running investor or customer support operations at a retail investment platform, transfer agent, fund servicer, or consumer fintech in a regulated environment.
  • •Clear, precise written communication; you act as the voice to investors and internally within the company.
  • •High attention to detail and a low tolerance for poor investor experiences.
  • •A track record turning repeat support volume into scalable systems such as FAQs, macros, and automations.
  • •Actively applying AI to build leverage.
Experience:1-3 yearsRegulated environmentFintechConsumer fintechInvestment platform
Skills:Clear written communicationAttention to detailInvestor empathyProcess improvementUsing AI
Tech Stack:AI

Company Brief

AngelList
Operates a platform connecting startups with investors and talent, offering fundraising tools (syndicates, rolling funds), job listings, and services to help startups raise capital and recruit employees.
Industry: Venture Capital
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: San Francisco, United States
Founded: 2010
WebsiteLinkedIn