Investor Experience Lead (Onsite + Equity)

Hard Yaka; New York (NY); Hybrid; USD 112,500 - 137,500; Full time

Job summary

Hard Yaka is looking for an Investor Services Specialist in New York City to enhance the self-directed investor experience. This role involves direct communication with investors and the creation of support systems that scale with company growth.

The ideal candidate will have experience in customer support operations, attention to detail, and a proactive approach to problem-solving using AI tools. A competitive salary starting from $125,000 annually is offered, along with benefits and equity package.

Qualifications

• 1–3 years of experience in investor or customer support operations.
• Experience in a regulated environment is preferred.
• Proven ability to create and improve systems for support.

Responsibilities

• Own email and phone support for self-directed investors.
• Support investor onboarding and compliance escalation.
• Build and maintain automations for FAQs and help documentation.
• Oversee investor communications regarding various inquiries.

Skills

Written communication

Attention to detail

Customer support operations

AI application

Job description

Hard Yaka is looking for an Investor Services Specialist in New York City to enhance the self-directed investor experience. This role involves direct communication with investors and the creation of support systems that scale with company growth.

The ideal candidate will have experience in customer support operations, attention to detail, and a proactive approach to problem-solving using AI tools. A competitive salary starting from $125,000 annually is offered, along with benefits and equity package.