Investor Services Specialist

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

Investor Services Specialist

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.

This is a rare opportunity to own the frontline of how the public invests in venture capital. You're the primary point of contact for USVC’s investors and will build a support function from the ground floor into autonomous systems that scale with USVC’s growth.

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

Qualifications

• 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 experiences1–3 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

Working Here

We operate out of hubs in New York City and San Francisco. For most roles on those teams, we work from the office at least two days per week (Tuesdays and either Wednesday or Thursday).

Compensation

The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $125,000+ annually, but the actual will vary based on a number of factors including a candidate’s professional background, experience, and location.

Benefits

We support your life both in and outside of work.

Equal Opportunity

AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.