Investor Service Specialist

About the role

As an Investor Service Specialist you will be the primary point of contact for investors using our European investment platform. You will guide clients through the entire lifecycle—from onboarding and account setup to daily transactions and eventual off‑boarding—ensuring a smooth and trustworthy experience.

Key responsibilities

• Handle incoming client inquiries via email and other channels, responding promptly and professionally.
• Support investors throughout onboarding, account configuration, transaction processing, and account closure.
• Provide accurate information on platform features, investment products, payments, and account settings.
• Investigate and resolve client cases independently or with Legal, Compliance, and Product teams.
• Document interactions, follow internal quality standards, and identify recurring issues to improve processes.
• Assist with ad‑hoc operational tasks related to investor services and, depending on experience, mentor newer team members.

Required profile

• Customer‑service experience ranging from entry‑level to handling complex, regulated cases.
• Strong sense of ownership and ability to manage cases end‑to‑end.
• Excellent written English communication skills.
• High attention to detail and a proactive problem‑solving mindset.
• Quick learner who can adapt to new tools, systems, and processes.
• Interest in fintech, investing, or customer experience.

Required skills

What we offer

• Competitive salary with stock options and equity participation.
• Flexible work arrangements that combine remote work with collaborative office days.
• Opportunity to grow within a leading European investment platform.