Securitize Logo

Securitize

Investor Support Specialist

Posted 6 Hours 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

Similar Jobs

40 Minutes Ago
Remote
South Carolina, USA
Entry level
Entry level
Information Technology • Internet of Things • Mobile • On-Demand • Software
The Sales Representative sells products and services through door-to-door solicitation and by building relationships with property managers. Responsibilities include meeting sales goals, resolving customer issues, and maintaining sales reports.
Top Skills: Computer Software ApplicationsConvertersModemsPdaRoutersSmartphones
40 Minutes Ago
Remote
United States
120K-140K Annually
Senior level
120K-140K Annually
Senior level
Computer Vision • Digital Media • Kids + Family • Mobile • Software • Sports
The Manager, People Strategy will operationalize people programs including performance management and engagement initiatives, leveraging data to enhance team growth and processes. They will manage the People Operations Specialist and collaborate with HR leadership for program consistency.
40 Minutes Ago
Easy Apply
In-Office or Remote
Easy Apply
212K-265K Annually
Senior level
212K-265K Annually
Senior level
Consumer Web • Healthtech • Professional Services • Social Impact • Software
The Director of Lifecycle Marketing is responsible for leading the patient lifecycle strategy, building campaigns, and developing a team, while collaborating with Engineering and Data teams for infrastructure and personalization.
Top Skills: BrazeFreshpaintIterableKnockLaunchdarklyRudderstackSnowflakeStatsig

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account