Analyst, Member Service

About the Role - Analyst, Member Service

The Analyst role provides the opportunity to learn and grow rapidly within the Member Service function. This position provides exceptional client service across all stages of the member journey, including managing member queries and operations related to new and existing investments. The ideal candidate will embrace the role of serving as the “go to” person at Crowd Street, acting as a relationship manager, investor advocate, and educator. The successful candidate will join an established service team and report to a Director, Member Service.  

The top priorities of the Analyst role are to:

• Serve as ‘investor concierge’ for assigned investors including:
• Providing customers with exceptional service at all stages of their investment journey
• Educating members on the benefits of investing with Crowd Street and in private alternative investments, no matter their experience level 
• Partnering with members to ensure account opening, accreditation and offer processes are efficiently completed
• Triaging member emails and escalations related to offer, investment, or account needs
• Support the broader team’s  efforts to provide quality services for our members,  including:
• Collaborating across teams to enhance member experience
• Monitoring and tracking investment activity
• Facilitating capital calls and other post-investment activities
• Collaborate with internal teams including Product, Engineering, Sales, Marketplace Operations, and Investments.  Serve as an advocate for the investor, ensuring we provide a high quality experience and continuously iterate on the platform and process to maintain the highest caliber for members

What We Must Have

• Bachelor’s level degree, preferably in Real Estate or Finance
• Relevant  work experience (0-2 years) and/or demonstrated interest in Investor Relations, Alternative Investments, Financial Services or Capital Markets
• FINRA Series 7 and 63, or willingness to obtain within the first six months

Compensation & Benefits Statement

The estimated salary range for this position is $65,000 - $75,000 per year. Compensation and final offer will be determined based on a variety of factors, including experience, skills, qualifications, and overall fit for the role. 

In addition to base salary, we offer a comprehensive benefits package, which includes:

• Stock option equity to share in the company’s success
• Variable pay opportunities based on performance
• 401(k) plan with corporate match to support long-term financial well-being
• Flexible time off to support work-life balance
• Home office stipend to help create a productive remote workspace
• Comprehensive health benefits, including medical, dental, and vision coverage

We are committed to providing competitive compensation and benefits to support our employees' well-being and professional growth. Learn more about our benefits here.

About CrowdStreet

CrowdStreet is a private market investing platform where accredited investors access what have traditionally been institutional, exclusive private market investments. This platform allows alternative investment firms to raise private capital from a pool beyond their institutional partners. A disruptor in our industry, CrowdStreet was named the Best Overall Real Estate Crowdfunding Site by Investopedia for three years in a row. By combining our team’s private market investment experience with our proprietary technology, CrowdStreet gives individual investors direct access to a range of investment opportunities and all the online tools needed to manage those investments. As of 02.07.2024, thousands of investors have invested over $4 billion in more than 800 projects. Disclosures: https://crwd.st/2VIJgo3 

Learn more at www.crowdstreet.com. CrowdStreet, Inc. (“CrowdStreet”) offers investment opportunities on its website (the “CrowdStreet Marketplace”). Broker dealer services in connection with an investment are offered through CrowdStreet Capital LLC (“CrowdStreet Capital”), a broker dealer registered with FINRA and a member of SIPC.

At CrowdStreet, inclusion, equity, and diversity are necessary to achieving our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a variety of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the work that makes that possible.