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Investor Support Specialist

Investor Support Specialist

VirtualVocationsAloha, Oregon, United States
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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 • Aloha, Oregon, United States

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