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OurCrowd

Investor Services Specialist

Reposted 15 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Toronto, ON, CAN
Junior
In-Office or Remote
Hiring Remotely in Toronto, ON, CAN
Junior
Join the Investor Relations Operations team as an Investor Services Specialist, managing documentation and inquiries to ensure a positive investor experience.
The summary above was generated by AI

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.

  • 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.

Top Skills

Client Services
Finance
Investments

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