Investor Services Specialist

AngelList
New York, US
Career-pivot friendly

Who this role is best for

Best suited to mid-level professionals in financial services who excel in building scalable customer support systems for retail investors.

Best fit for

  • Individuals who thrive in roles requiring both direct client interaction and process automation
    — “build a support function from the ground floor into autonomous systems”
  • Professionals passionate about democratizing access to venture capital investments
    — “broadens access to venture capital, allowing retail investors to gain exposure”

Things to consider

  • Role requires building systems from scratch, not just maintaining existing ones
    — “build a support function from the ground floor”
  • Position involves direct responsibility for investor experience at scale
    — “own the self-directed investor experience”

How to stand out

  • Demonstrate experience transitioning manual processes to automated systems
    — “into autonomous systems that scale with USVC's growth”
  • Highlight specific examples of improving investor onboarding efficiency
    — “from their first KYC check through their tenth reinvestment”
  • Show understanding of retail investor needs in alternative assets
    — “allowing retail investors to gain exposure to promising companies”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · TeamLevel · Mid Level

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • build a scalable support function
  • improve customer satisfaction
Typical background
financial servicescustomer support

Skills & requirements

Required

Customer ServiceFinancial ServicesKYC ProcessesInvestment Management

Preferred

SEC RegulationsFund Management

About the role

Original posting from AngelList via Lever

About USVC

We’re on a mission to allow everyone to own a stake in the future being built by private technology companies.

For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: a new SEC-registered fund by AngelList Asset Management that broadens access to venture capital, allowing retail investors to gain exposure to promising companies before they become well-known. USVC leverages AngelList’s network of 4,500+ active managers running 25,000+ funds and backing 13,000+ active startups to access exposure to tomorrow’s defining companies

About the Role:

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.

Source: AngelList careers (Lever)

Similar roles