Senior Investor Onboarding and Support Associate jobs in United States
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Masterworks · 1 day ago

Senior Investor Onboarding and Support Associate

Masterworks is the leading platform for investing in SEC-qualified shares of blue-chip artwork. The Senior Investor Onboarding and Support Associate will be the first point of contact for investors, guiding them through the onboarding process and ensuring a high-quality client experience.

ArtFinancial ServicesTrading Platform

Responsibilities

Welcome new investors to the platform and guide them through account setup, KYC verification, and documentation
Coordinate across internal teams (Compliance, Advisory, Product, Finance) to ensure every account is activated smoothly and efficiently
Maintain a deep understanding of our product and investment process to confidently address investor questions
Build trusted relationships with VIP investors, proactively addressing questions and ensuring they feel supported beyond onboarding
Act as the voice of the investor within Masterworks, surfacing insights and feedback that help improve the client experience
Manage communications through CRM and ticketing systems, maintaining professionalism and attention to detail across all interactions

Qualification

Client service experienceCRM systems proficiencyInvestor support experienceCommunication skillsInterest in artFinanceNavigating ambiguityCollaborative approachCustomer-first mindset

Required

3–5+ years of experience in client service, onboarding, operations, or investor support (financial services preferred)
Strong verbal and written communication skills — you make complex ideas simple and human
Customer-first mindset with a passion for delivering white-glove service
Bias to action, sound judgment, and ability to navigate ambiguity
Collaborative and team-oriented approach
High proficiency with CRM systems (HubSpot experience a plus)
Interest in art, finance, or alternative investments
Familiarity with regulated environments or investor accreditation (a plus)

Benefits

Daily catered lunches
Health, dental, and vision coverage (with FSA options)
PTO and 401(k)
Free museum and gallery admission
Company events, happy hours, and social clubs

Company

Masterworks

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Masterworks is a platform that offers art investment products to the retail investing public.

Funding

Current Stage
Growth Stage
Total Funding
$110M
Key Investors
Left Lane Capital
2021-10-05Series A· $110M

Leadership Team

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Scott Lynn
Founder & CEO
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Company data provided by crunchbase