Enhance your career as an Investor Services Specialist with OurCrowd, focusing on client services in the finance sector. This full-time role in Toronto offers a hybrid work setup to support accredited investors.
OurCrowd is seeking a detail-oriented individual with client services experience to join the global Business Operations team in Toronto. Collaborating closely with investors, Account Managers, and the Compliance team, you will manage investor documentation and inquiries. The role emphasizes the need for strong communication skills and rapid responsiveness to create a seamless investment experience.
Key Responsibilities:
• Support investors during onboarding and documentation processes
• Provide high-touch assistance for a smooth investor experience
• Process investor commitments accurately and promptly
• Collaborate with the Compliance team on issues
• Handle IRA transactions including onboarding and capital calls
Requirements:
• 1-2 years in financia...