Investor Services Specialist

Website OurCrowd

Description:

Investor Services Specialist – OurCrowd

OurCrowd is seeking a detail-oriented, customer-focused Investor Services Specialist to join our global Investor Relations Operations team. This role is ideal for professionals with a background in client services, finance, or investments who are excited to support accredited investors accessing exclusive venture capital and alternative investment opportunities. Success in this role requires strong communication skills, excellent judgment, and a high sense of urgency to ensure timely, accurate, and professional responses.

 

You will be a key touchpoint in the investor journey, working closely with Investors, Account Managers, and the Compliance team to manage documentation, resolve inquiries, and ensure a seamless and positive experience.

 

Responsibilities

-Monitor and manage the Investor Services inbox, responding promptly and professionally to inquiries from investors and Account Managers
-Support accredited investors throughout the onboarding process, including KYC, accreditation, and associated documentation
-Provide live, high-touch onboarding support to ensure a smooth investor and distributor experience
-Process investor commitments accurately and efficiently
-Identify and flag compliance-related issues, working closely with the Compliance team to resolve them
-Handle IRA transactions including onboarding, purchases, capital calls and distributions
-Serve as the operational right-hand partner to Account Managers, enabling them to focus on relationship management
-Communicate clearly and professionally with investors, ensuring timely follow-ups and issue resolution
-Troubleshoot platform challenges and proactively suggest improvements to development team

Qualificatons:

Requirements

-1-2 years of relevant experience in client services, financial services, wealth management, investment banking, or investor relations –

 

Required
-Bachelor’s degree in Finance, Business, or a related field
-Strong customer service orientation with excellent written and verbal communication skills
-Exceptional attention to detail and organizational skills, with the ability to manage multiple priorities simultaneously
-Experience with startups, venture capital, or investment funds is a strong asset
-Self-motivated, resourceful, and proactive problem-solver
-Collaborative team player with a positive, professional attitude
-Candidates must be legally eligible to work in Canada.

Additional Comments:

Compensation & Benefits -Hybrid full-time, permanent role based out of our downtown Toronto office (Yonge & Richmond), with 2–3 days in-office -Competitive base salary range of $50,000–$60,000 CAD, commensurate with experience -Comprehensive health benefits -Flexible annual wellness program -Generous vacation policy -Collaborative, supportive, and global work environment  

  • Interested candidates should submit their resumes to: [email protected]
  • Please note that this post is for an existing vacancy on our Investor Relations Operations team in Toronto. We do not use AI tools in our hiring process, each application is reviewed by our recruitment team. OurCrowd is committed to an inclusive, accessible recruitment process. We welcome and encourage applicants from all backgrounds and are committed to creating a workplace that is diverse, equitable, and inclusive. If you require accommodation at any stage of the application process, please contact [email protected].

To apply for this job email your details to ourcrowd.iss@applynow.io

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