Investor Services Specialist

Responsibilities

• Own email support for all self-directed investors across mediums (email, phone)
• Run investor onboarding support, including supporting compliance intake escalations
• Build and maintain agentic systems, automations and self-serve content (FAQs, help center)
• Manage investor communications re: tender offer notices, NAV/statement questions, tax-season (1099) support
• Maintain CRM and investor-record accuracy
• Feed recurring investor issues back to Product, Compliance, and Marketing
• Coordinate with Compliance on approval of investor-facing communication templates
• Coordinate with the fund administrator and custodian on statement, NAV, and settlement questions investors raise

What we’re looking for

• Clear, precise written communication: you're the voice of USVC to investors and the voice of investors internally
• High attention to detail and low tolerance for poor investor experiences
• 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
• Track record turning repeat support volume into systems (FAQs, macros, automations)
• Actively applying AI to build leverage

Working Here

• We operate out of hubs in New York City and San Francisco. For most roles on those teams, we work from the office at least two days per week (Tuesdays and either Wednesday or Thursday).

Compensation

The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $125,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Full details about our Total Rewards package will be provided during the recruitment process.

Benefits

We support your life both in and outside of work.

Explore our benefits

Learn about Funders & Founders

What Guides Us

• At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact.
• If the below resonate, we'd love to have you with us.

Our beliefs

• Accelerate innovation and build the future of private markets

Our values & leadership expectations

• United in our purpose to accelerate innovation and build the future of private markets
• Empower founders and entrepreneurs to build the future of private markets
• Drive impact through our work and our culture
• Lead with integrity, transparency, and empathy
• Be curious, open-minded, and collaborative
• Make decisions with data and facts
• Work hard, play hard, and have fun