Investor Services Specialist
Compensation
$125,000+ annually
Employment type
Full-time
Work setting
On-site
Location
San Francisco, CA
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Investor Services Specialist role is based in AngelList’s San Francisco hub, with an office schedule of at least two days per week for most roles on the team. Compensation starts at $125,000 annually, with the actual amount varying by background, experience, and location. USVC’s mission is to broaden retail investors’ access to venture capital. The specialist owns frontline support for self-directed investors, from onboarding and compliance intake escalations to account, statement, tax-season, and settlement questions. The role also builds support systems and self-service resources, maintains accurate investor records, and shares recurring issues with internal teams.
What you'll do
- Handle investor support by email and phone
- support onboarding and compliance intake escalations
- build and maintain automations and self-service content
- respond to tender offer, NAV, statement, and tax-season questions
- maintain CRM and investor records
- share recurring issues with Product, Compliance, and Marketing
- coordinate communication approvals and fund administrator or custodian inquiries.
What we're looking for
- Skills & competencies
- investor services specialistinvestor supportventure capitalusvcangellistsan francisco ca$125,000+ annuallyinvestor onboardingcompliance intakecrmself-service contentfund operations
- Work arrangement
- Weekend coverage required
Benefits & perks
- Benefits and equity package
- full details are provided during the recruitment process.
Why this role
Opportunity to build the investor support function and scalable systems from the ground up; the role supports USVC, an SEC-registered fund.
About the employer
AngelList is hiring for this role. Industry: Investment Banking and Securities Intermediation. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Investment Banking and Securities Intermediation
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: e31b57e4-14f3-4f0d-9751-8e200d79f95a