Investor Services Specialist

Capital Square; Glen Allen (VA); On-site; USD 60,000 - 75,000; Full time

Job summary

Capital Square Realty Advisors LLC in Glen Allen, VA, is seeking an Investor Services Specialist to support the Investor Relations Team. You will handle distributions, monitor rents, and liaise with the Treasury, while delivering excellent service to investors by phone and email.

This role focuses on financial processing, CRM data maintenance, and responding to investor inquiries. A bachelor’s degree is preferred, with experience in banking customer service, finance, real estate title, or real

Qualifications

• Bachelor's degree preferred; commensurate experience in banking customer service, finance, real estate title, or real estate paralegal work considered
• Strong problem-solving skills and ability to concisely investigate, interpret, and resolve investor questions or complications with minimal supervision

Responsibilities

• Process monthly and quarterly distributions
• Liaise with the Treasury Department pertaining to investor distribution payments
• Answer incoming investor telephone calls, monitor the customer support email inbox, and respond to inquiries
• Conduct research to resolve customer concerns and elevate when necessary
• Update and maintain investor information in multiple CRM systems
• Support all members of the Investor Relations Team as needed

Skills

Bachelor's degree preferred

Banking customer service experience

Finance knowledge

Real estate title experience

Real estate paralegal experience

Problem-solving

Education

Bachelor's degree

Job description

Job Details

Job Location: Capital Square Realty Advisors LLC - Glen Allen, VA 23060, Position Type: Full Time, Salary Range: $60,000.00 - $75,000.00 Salary, Job Shift: Day, Investor Services Specialist.

Company Overview

Capital Square is a vertically integrated, national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion, development funds and a real estate investment trust (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $9.1 billion in transaction volume. Its mixed-use development projects total over 2,700 housing units with an aggregate development value in excess of $1 billion, and Capital Square Living, the firm's property management division, oversees more than 13,000 apartments across multiple states. Capital Square's related entities provide a range of services – including due diligence, acquisition, loan sourcing, property/asset management and disposition – for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors. The company has been recognized by Inc. 5000 as one of the fastest-growing private companies in the nation for nine consecutive years.

Summary

This position will support our Investor Relations Department to help us meet and exceed our goal of providing exceptional services to our investors. This detail-oriented person will work with multiple departments and members of the Investor Relations Team to learn all aspects of Capital Square Investor Relations.

This position is financially focused and will be responsible for processing monthly and quarterly investor distributions, monitoring annual property rents for changes, and liaising with the Treasury Department. This person will also answer investor, financial representative, and internal customer inquiries by email and phone; update and maintain CRM investor information; and assist with property dispositions, account retitles, and 721 UPREITs.

Primary Responsibilities

• Process monthly and quarterly distributions
• Liaise with the Treasury Department pertaining to investor distribution payments
• Answer incoming investor telephone calls, monitor the customer support email inbox, and respond to inquiries
• Conduct research to resolve customer concerns and elevate when necessary
• Update and maintain investor information in multiple CRM systems
• Support all members of the Investor Relations Team as needed

Knowledge and Skills Requirements

• Bachelor's degree preferred; commensurate experience in banking customer service, finance, real estate title, or real estate paralegal work considered
• Strong problem-solving skills and ability to concisely investigate, interpret, and resolve investor questions or complications with minimal supervision