Investor Support Specialist
VirtualVocationsEscondido, California, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for an Investor Support Specialist to provide front-line support to investors and assist with back-office processes related to Transfer Agent and Fund Operations.
Key Responsibilities
Guide investors through the onboarding process, including KYC / AML verification and wallet setup
Provide technical support for investors connecting wallets and assist with troubleshooting related issues
Support Transfer Agent functions and fund operations, ensuring accurate record-keeping and compliance
Required Qualifications
1-3 years of experience in investor support, fund operations, or client services, preferably in fintech or blockchain
Familiarity with blockchain concepts and wallet interactions
Understanding of Transfer Agent and Fund Operations processes
Experience with KYC / AML verification workflows and regulatory compliance
Strong organizational and analytical skills
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Investor Specialist • Escondido, California, United States
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