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Posted 3 days ago

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Investor Services Specialist

New York CityHybridFull-time

AI Summary

The Investor Services Specialist owns the self-directed investor experience at USVC, handling email and phone support, onboarding, compliance escalations, and maintaining support systems and automations for thousands of retail investors.

About this role

About USVC

We’re on a mission to allow everyone to own a stake in the future being built by private technology companies.

For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: a new SEC-registered fund by AngelList Asset Management that broadens access to venture capital, allowing retail investors to gain exposure to promising companies before they become well-known. USVC leverages AngelList’s network of 4,500+ active managers running 25,000+ funds and backing 13,000+ active startups to access exposure to tomorrow’s defining companies


About the Role:

USVC is seeking an Investor Services Specialist to own the self-directed investor experience. This supports every retail investor who puts capital in through usvc.com, from their first KYC check through their tenth reinvestment.

You're the primary point of contact for USVC's investors: inbox, call center, onboarding support, and the escalations that could otherwise land with a regulator or on social media. You'll build the playbooks, FAQs, and automations that let investor support scale with the fund.

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
  • Why Join Us

    This is a rare opportunity to own the frontline of how the public invests in venture capital. You'll build a support function from the ground floor into systems that scale with USVC's growth. If you want to be the reason thousands of investors trust USVC for the long term, let's talk.

    Skills

    CRMEmail SupportFAQsHelp CenterKYCMacrosRegulated SupportRetail InvestingTender OffersTransfer Agent

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