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Securitize

Investor Support Specialist

Posted 4 Days Ago
Be an Early Applicant
Easy Apply
Remote
Hiring Remotely in United States
Mid level
Easy Apply
Remote
Hiring Remotely in United States
Mid level
Provide front-line support to investors, assist with onboarding and KYC/KYB verification, manage wallet interactions, and maintain accurate investor records.
The summary above was generated by AI

Securitize, the leader in tokenizing real-world assets with $3.7B+ AUM (as of May 5, 2025), is bringing the world on-chain through tokenized funds in partnership with top-tier asset managers, such as Apollo, BlackRock, Hamilton Lane, KKR, and others. Securitize, through its subsidiaries, is a SEC-registered broker dealer, digital transfer agent, fund administrator, and operator of a SEC-regulated Alternative Trading System (ATS).

Securitize is a global, fully remote team consisting of top talent from the blockchain and financial services industries. Having raised $170M overall to date, we are backed by some of the largest names in finance and technology, including BlackRock, Morgan Stanley, Blockchain Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander, Coinbase, among others. Securitize has also been recognized as a 2025 Forbes Top 50 Fintech company. 

Before applying, we encourage you to visit us to learn more:

Website | X/Twitter | LinkedIn

Position Summary

In this role, you will provide front-line support to investors and contribute to back-office processes related to Operations. You will process investors through onboarding and KYC/KYB verification, support blockchain wallet interactions, and manage investor relationships throughout the lifecycle.  You will also collaborate with internal teams to ensure accurate record-keeping, transaction processing, and regulatory compliance.

Key Responsibilities

Investor Support & Onboarding

  • Guide investors through the onboarding process, including KYC/KYB/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/KYB/AML issues quickly and accurately.

Wallet & Blockchain Support

  • Provide technical support for investors connecting wallets (WalletConnect, MetaMask, hardware wallets).
  • Assist with troubleshooting wallet connectivity, token transactions, smart contract interactions, and gas fees.

Transfer Agent Operations

  • Support Transfer Agent functions, including maintaining accurate investor records, processing share/token transfers, and managing corporate actions (distributions, redemptions, etc.).
  • Collaborate with fund administrators and internal teams to ensure operational accuracy and compliance.

Cross-Team Collaboration

  • 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.
    .

Required Skills & Experience

  • 1-3 Years Experience with KYC/KYB/AML verification workflows and regulatory compliance requirements.
  • 1-3 years of experience in investor support, operations, or client services, preferably in fintech, blockchain, or digital asset environments.
  • Nice to have familiarity with blockchain concepts and wallet interactions (WalletConnect, MetaMask, hardware wallets).
  • 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 Qualifications

  • Knowledge of KYC tools (Sumsub, idology) and support systems (Zendesk, asana, hubspot).
  • Experience supporting tokenized securities, digital asset funds, or blockchain-based financial products.
  • Nice to have familiarity with token standards (ERC-20, ERC-721) and blockchain explorers (Etherscan, Polygonscan).
  • Prior experience in a regulated financial services or fintech environment is a plus.

Why Join Us?

Become a part of our rapidly expanding organization and enjoy a supportive and rewarding work environment:

  • Flexible Paid Time Off – 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.

Additional Benefits for US employees

  • Comprehensive Insurance Coverage – Employer-paid Medical, Dental, and Vision benefits for you and your family.
  • 401(k) Retirement Plan – Secure your financial future with employer-sponsored savings.


Securitize is an equal opportunity employer and is committed to fostering a diverse, inclusive, and equitable workplace. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital or family status, or any other characteristic protected by applicable law.

All employment decisions at Securitize are based on job-related qualifications, merit, and business needs. We welcome candidates from all backgrounds, experiences, and perspectives to apply.


Top Skills

Aml
Asana
Etherscan
Hubspot
Kyb
Kyc
Metamask
Polygonscan
Walletconnect
Zendesk

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