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Investor Services Specialist

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: AngelList
Full Time position
Listed on 2026-07-06
Job specializations:
  • Finance & Banking
    Financial Compliance, Financial Reporting, Financial Analyst, Capital Markets
Salary/Wage Range or Industry Benchmark: 125000 USD Yearly USD 125000.00 YEAR
Job Description & How to Apply Below

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 , 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

Angel List 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.

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