Job Description

Position: Investor Services Associate

Reports to: Investor Services Manager

FLSA: Exempt

Classification: Fulltime

Location: Fort Worth, Texas

Remote: Limited

Travel: None

About Us:

At U.S. Energy Development Corporation, our corporate motto "Strive for Excellence" isn't just a phrase – it's ingrained in our ethos. For over four decades, we've been at the forefront of project development in onshore North America, pioneering a distinctive approach. Our corporate culture revolves around six core values that guide every aspect of our operations, ensuring that we're all united in delivering outstanding results for our partners through top-notch performance and communication. If you're interested in joining us, visit our website for more information: U.S. Energy Development Corporation

About the Role:

The Investor Services Associate serves as the first point of contact for current and prospective investors, providing high-quality service and support across various channels. This role requires professionalism, attention to detail, and the ability to resolve issues efficiently while maintaining a positive investor experience.

Responsibilities:

• Serve as the primary contact for inbound investor communications via phone and email
• Address inquiries regarding investment distributions, tax documents, and access to the investor portal
• Troubleshoot and resolve portal login or technical issues
• Resend investor statements, confirmations, and other documentation upon request
• Accurately log all investor interactions and activities in the CRM system
• Collaborate with internal departments (e.g., Accounting, Compliance, and IT) to escalate and resolve investor issues in a timely manner
• Maintain a high level of confidentiality and professionalism when handling sensitive financial and personal information
• Assist in onboarding new investors and updating account information as needed
• Support process improvements to enhance the investor experience
• Provide support to the Sales team as needed to ensure a seamless investor experience

Candidate Requirements:

• Strong interpersonal and communication skills, both verbal and written
• Excellent organizational and time management skills with the ability to handle multiple priorities
• High level of accuracy and attention to detail
• Ability to work independently and as part of a collaborative team
• Customer-first attitude with a focus on service excellence
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Experience with CRM systems preferred (Microsoft Dynamics experience is a plus)
• Familiarity with investment documentation, tax forms (e.g., K-1s), or financial services is a strong plus

Education and Experience:

• Bachelor’s degree in Business Administration, Finance, Communications, or a related field preferred
• 2+ years of experience in a customer service, client relations, or investor services role
• Experience in the financial services, energy, or real estate sector is advantageous

Job Tags

Similar Jobs