Securitize · 6 hours ago
Investor Support Specialist
United States
Full-time
Remote
Entry, Mid Level
1+ years expSecuritize is a leader in tokenizing real-world assets and is seeking an Investor Support Specialist. In this role, you will provide front-line support to investors, assisting with onboarding, KYC verification, and managing digital asset securities lifecycle while ensuring compliance and operational accuracy.
BlockchainCryptocurrencyFinancial ServicesFinTechInformation Technology
Responsibilities
Guide investors through the onboarding process, including KYC/AML verification, wallet setup, and platform navigation
Respond to investor inquiries regarding onboarding status, required documentation, and platform use
Collaborate with compliance and operations teams to resolve KYC/AML issues quickly and accurately
Provide technical support for investors connecting wallets (WalletConnect, MetaMask, hardware wallets)
Assist with troubleshooting wallet connectivity, token transactions, smart contract interactions, and gas fees
Educate investors on wallet security, blockchain mechanics, and digital asset management best practices
Support Transfer Agent functions, including maintaining accurate investor records, processing share/token transfers, and managing corporate actions (distributions, redemptions, etc.)
Perform fund operations support, such as processing investor allocations, redemptions, and reporting
Collaborate with fund administrators and internal teams to ensure operational accuracy and compliance
Reconcile blockchain records with internal systems and traditional accounting/reporting records
Monitor and process on-chain transactions (token issuances, burns, transfers)
Assist in maintaining investor transaction records and compliance documentation
Identify and escalate platform issues to product and engineering teams
Contribute to investor-facing knowledge base articles and internal support documentation
Work closely with Compliance, Legal, Product, and Engineering teams to optimize the investor experience and maintain regulatory standards
Support the Operations team during fund launches, token issuances, and key corporate events
Qualification
Required
1-3 years of experience in investor support, fund operations, transfer agency, or client services, preferably in fintech, blockchain, or digital asset environments
Familiarity with blockchain concepts and wallet interactions (WalletConnect, MetaMask, hardware wallets)
Understanding of Transfer Agent operations and/or Fund Operations processes (capital calls, redemptions, reporting)
Experience with KYC/AML verification workflows and regulatory compliance requirements
Excellent organizational, analytical, and communication skills
Strong customer service orientation and problem-solving mindset
Ability to manage multiple priorities in a fast-paced, evolving environment
Preferred
Experience supporting tokenized securities, digital asset funds, or blockchain-based financial products
Familiarity with token standards (ERC-20, ERC-721) and blockchain explorers (Etherscan, Polygonscan)
Knowledge of KYC tools (Sumsub, idology) and support systems (Zendesk, asana, hubspot)
Basic understanding of corporate actions, cap table management, and fund administration
Prior experience in a regulated financial services or fintech environment is a plus
Benefits
Unlimited Paid Time Off (PTO) – Promoting a healthy work-life balance.
Equity Grant Opportunities – Share in the success and future growth of the company.
Remote Work Flexibility – Work from anywhere while staying connected with a dynamic and collaborative team.
Comprehensive Insurance Coverage – 100% employer-paid Medical, Dental, and Vision benefits for you and your family.
401(k) Retirement Plan – Secure your financial future with employer-sponsored savings.
Company
Securitize
Securitize is a technology company that enables digital securities, which are easier to own, simpler to manage, and faster to trade.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$147.2MKey Investors
ARK Investment ManagementJump CryptoBlackRock
2025-10-28Acquired
2025-10-07Series Unknown
2025-05-08Series Unknown
Leadership Team
Carlos Domingo
Founder and CEO
Recent News
2025-12-29
2025-12-22
Crowdfund Insider
2025-12-19
Company data provided by crunchbase