Customer-Focused Investor Services Specialist

Elevate the investor experience as a Customer-Focused Investor Services Specialist at OurCrowd in Toronto. Support accredited investors with timely assistance and manage documentation during the investment lifecycle.
Join the global Business Operations team at OurCrowd as an Investor Services Specialist. This full-time role is suited for candidates with experience in client services, finance, or investments. You will collaborate with Account Managers and the Compliance team to provide a seamless onboarding experience and assist investors throughout their journey.
Key Responsibilities:
• Support accredited investors during the onboarding process
• Provide high-touch onboarding support for investors
• Process investor commitments promptly and accurately
• Identify compliance-related issues and resolve them
• Handle IRA transactions including purchases and distributions
Requirements:
• 1-2 years in financial services or wealth management
• Bachelor’s degree i...

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