Investor Relations & Client Services Associate

Alumni Ventures; Manchester (NH); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Comprehensive health coverage

Dental and vision plans

401(k) with company match

Generous PTO

Job summary

Alumni Ventures is seeking a Client Services Associate to support investors and the community, bridging customer success with venture capital operations. You’ll engage with prospective and current investors, help with onboarding, and collaborate across teams to drive fundraising and governance initiatives.

You’ll grow in a fast-paced, learning-driven environment with mentorship from senior leaders, gaining hands-on exposure to investor relations, venture capital processes, and club program

Qualifications

• 1+ years of experience in customer success, client services, relationship management, account management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment.
• Effective written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and follow through consistently.Demonstrated ability to build positive relationships and provide thoughtful support to customers, or other stakeholders.
• Ability to learn and effectively use new systems, tools, and business processes.
• Interest in learning about investing, venture capital, financial markets, startups, or related business topics.

Responsibilities

• Serve as a day-to-day point of contact for prospective and existing investors.
• Respond to investor questions through email, phone, webinars, events, and other communication channels.
• Provide timely, accurate, and thoughtful support using approved resources and internal playbooks.
• Help individuals navigate Alumni Ventures' offerings, processes, and community experience.
• Build strong relationships with investors, community members, and internal stakeholders.
• Deliver a high-touch, service-oriented customer experience across the investor journey.
• Anticipate needs, identify issues, and help resolve questions with professionalism and empathy.
• Support investor onboarding and ongoing engagement efforts.
• Collaborate closely with Managing Partners, Community Managers, and senior leaders.
• Support fundraising initiatives, fund operations, club programs, and syndication activities.
• Assist with virtual events, investor meetings, webinar preparation, and follow-up activities.
• Help ensure smooth execution of key investor engagement and operational processes.
• Track engagement activity, investor interactions, and key business metrics.
• Help maintain clean and accurate data in HubSpot and other internal systems.
• Support reporting for Community Managers, Partners, and leadership.
• Identify opportunities to improve workflows, communication, and the overall investor experience.
• Participate in special projects and cross-functional initiatives.
• Support research, process improvements, pilot programs, and team priorities.
• Take on increasing ownership as your knowledge and experience grow.

Skills

Customer service

Relationship management

Effective communication

Organizational skills

Learning new systems

Investing interest

Tools

HubSpot

Salesforce

Job description

Alumni Ventures is seeking a Client Services Associate to support investors and the community, bridging customer success with venture capital operations. You’ll engage with prospective and current investors, help with onboarding, and collaborate across teams to drive fundraising and governance initiatives.

You’ll grow in a fast-paced, learning-driven environment with mentorship from senior leaders, gaining hands-on exposure to investor relations, venture capital processes, and club program