Investor Services Specialist

Posted yesterday

al talent dba wellfoundMillbrae (CA)

Investment Fund Managers Miscellaneous Financial Investment Activities

SENIORITY

Senior

SALARY

$125,000 per year

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About the role

USVC Investor Services Specialist 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.

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

What we're looking for:

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 experiences 1-3 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:

If you don't meet every requirement above, we still encourage you to apply. We value complementary strengths and operators who learn by doing. 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 actual will vary based on a number of factors including a candidate's professional background, experience, and location. Full details about our Total Rewards package will be provided during the recruitment process.

Benefits: We support your life both in and outside of work. Explore our benefits Learn about Funders & Founders What Guides Us: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact. If the below resonate, we'd love to have you with us. Our beliefs Our values & leadership expectations 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.

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