Investor Support Representative

Highlander; United States; Remote; USD 36,000 - 60,000; Part time

Job summary

Highlander is seeking an Investor Support Representative to assist investors and clients with onboarding, documentation, and transaction questions. This remote, part-time role emphasizes clear communication and empathetic support in a fast-evolving fintech environment.

The position involves troubleshooting basic issues, updating tickets, and collaborating with product and operations teams to improve usability and investor experience.

Qualifications

• Experience in customer service or investor-facing roles.
• Ability to troubleshoot basic technical issues on web platforms.
• Strong analytical approach to identify patterns and escalations.
• Clear, concise written and verbal communication.
• Comfort working remotely with part-time hours and ticketing/CRM tools.

Responsibilities

• Handle inbound inquiries via email, chat, and phone from investors and clients.
• Guide users through onboarding, account setup, documentation, and transactions.
• Troubleshoot basic issues and escalate complex cases to appropriate teams.
• Update support tickets and contribute to knowledge base content.
• Collaborate with product and operations teams to improve platform usability.

Skills

Customer support

Technical support

Analytical skills

Communication skills

Remote work

CRM tools

Education

Related education or experience

Tools

Ticketing systems

CRM platforms

Job description

Company Description

Highlander builds modern financial infrastructure for private capital markets, providing a unified platform for capital formation, investor onboarding, ownership management, and private market operations. The company offers the technology rails that enable organizations to raise capital efficiently and manage long‑term shareholder relationships. Investors use Highlander’s infrastructure to participate in private markets with clarity and confidence. As private markets evolve, Highlander focuses on creating the core operating system that powers their growth and innovation.

Role Description

The Investor Support Representative is a part‑time, remote role responsible for supporting investors and clients using Highlander’s platform. This role handles inbound inquiries via email, chat, and phone, guiding investors through onboarding, account setup, documentation, and transaction‑related questions. The Representative will troubleshoot basic technical issues, escalates complex cases to appropriate teams, and ensures timely, accurate resolution of support requests. Day‑to‑day activities include updating support tickets, maintaining knowledge base content, gathering feedback to improve the investor experience, and collaborating with product and operations teams to enhance platform usability. The role requires consistent, professional communication and a focus on clear, empathetic support in a fast‑evolving financial technology environment.

Qualifications

• Demonstrated strengths in Customer Support and Customer Satisfaction, with experience assisting clients or investors in a service‑oriented environment.
• Ability to provide Technical Support for web‑based platforms, including basic troubleshooting and clear guidance to non‑technical users.
• Strong Analytical Skills for understanding issues, identifying patterns, and proposing practical solutions or escalations.
• Excellent written and verbal Communication skills, with the ability to explain complex concepts in concise, accessible language.
• Comfort working remotely, managing part‑time hours reliably, and using support tools such as ticketing systems and CRM platforms.
• Familiarity with financial services, private markets, or fintech is beneficial but not required.
• Relevant education or equivalent experience in customer service, operations, or a related field.