Investor Services Specialist

AngelList; San Francisco (CA); Hybrid; USD 112,500 - 137,500; Full time

Benefits offered by this job

Competitive base salary

Equity package

Comprehensive benefits

Job summary

AngelList is hiring an Investor Services Specialist in San Francisco to enhance the investor experience for users of usvc.com. This position is pivotal as the main contact for retail investors, focusing on support functionalities that scale with the company's growth.

The ideal candidate will need experience in customer support operations within regulated financial environments and will work on automating systems that improve investor communications. A competitive salary package and benefits are offered.

Qualifications

• 1–3 years running investor or customer support operations in a regulated environment.
• Experience in a retail investment platform, transfer agent, or consumer fintech.
• Proven track record of converting repeat support volume into efficient systems.

Responsibilities

• Provide email support for self‑directed investors across various channels.
• Manage investor onboarding and compliance intake escalations.
• Build and maintain automated support systems and self-serve content.
• Coordinate with Compliance and fund administrator for communications.
• Maintain CRM and ensure investor record accuracy.

Skills

Clear, precise written communication

Attention to detail

Customer support operations

Applying AI to improve efficiency

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.