Investor Services Specialist
COMPANY OVERVIEW
Capital Square is a vertically integrated, national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion, development funds and a real estate investment trust (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $9.1 billion in transaction volume. Its mixed-use development projects total over 2,700 housing units with an aggregate development value in excess of $1 billion, and Capital Square Living, the firm’s property management division, oversees more than 13,000 apartments across multiple states. Capital Square’s related entities provide a range of services – including due diligence, acquisition, loan sourcing, property/asset management and disposition – for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors. The company has been recognized by Inc. 5000 as one of the fastest-growing private companies in the nation for nine consecutive years.
SUMMARY
This position will support our Investor Relations Department to help us meet and exceed our goal of providing exceptional services to our investors. This detail-oriented person will work with multiple departments and members of the Investor Relations Team to learn all aspects of Capital Square Investor Relations.
This position is financially focused and will be responsible for processing monthly and quarterly investor distributions, monitoring annual property rents for changes, and liaising with the Treasury Department. This person will also answer investor, financial representative, and internal customer inquiries by email and phone; update and maintain CRM investor information; and assist with property dispositions, account retitles, and 721 UPREITs.
PRIMARY RESPONSIBILITIES
- Process monthly and quarterly distributions
- Liaise with the Treasury Department pertaining to investor distribution payments
- Answer incoming investor telephone calls, monitor the customer support email inbox, and respond to inquiries
- Conduct research to resolve customer concerns and escalate when necessary
- Update and maintain investor information in multiple CRM systems
- Support all members of the Investor Relations Team as needed
KNOWLEDGE AND SKILLS REQUIREMENTS
- Bachelor’s degree preferred; commensurate experience in banking customer service, finance, real estate title, or real estate paralegal work considered
- Strong problem-solving skills and ability to concisely investigate, interpret, and resolve investor questions or complications with minimal supervision
- 2+ years of experience in a fast-paced office environment, with an emphasis on customer service
- Professional demeanor in person, by email, and on the phone
- Excellent written and verbal communication skills
- Proven ability to work independently, as well as collaborate with multiple individuals and teams
- Ability to communicate on complex topics and devise methods to simplify complicated processes
- Must be coachable and eager to learn and grow
- Proficient with MS Office Suite
- Must have basic accounting skills
- Salesforce reporting experience a plus
- Alternative investments experience a plus
WORK HOURS
Monday through Friday, 8:30 a.m. – 5:00 p.m., or as the position requires.
WORK LOCATION
Office based; remote one day per week.
COMPENSATION & BENEFITS
- Industry-competitive salary and performance-based bonuses
- Comprehensive medical, dental, and vision coverage, with 100% employee-only benefit premiums covered for medical plans
- $35 per paycheck cell phone reimbursement
- 120 Paid Time Off (PTO) hours, plus 40 hours of sick time
- 11 company-paid holidays, 2 floating holidays, and 2 days of VTO (Voluntary Time Off)
- Matching 401(k) contribution
- Professional development opportunities
EQUAL OPPORTUNITY EMPLOYER
At Capital Square, we believe in creating a diverse and inclusive workplace that reflects the communities we serve. We are committed to providing equal employment opportunities to all individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.
We celebrate differences, value unique perspectives, and strive to create a culture where everyone feels empowered to contribute their best. If you need assistance or accommodations during the application process, please don’t hesitate to let us know.
Skills Required
- 2+ years of experience in a fast-paced office environment with an emphasis on customer service
- Strong problem-solving skills and ability to investigate, interpret, and resolve investor questions with minimal supervision
- Professional demeanor in person, by email, and on the phone
- Excellent written and verbal communication skills
- Ability to work independently and collaborate with multiple individuals and teams
- Ability to communicate complex topics and simplify complicated processes
- Proficient with Microsoft Office Suite
- Basic accounting skills
- Bachelor's degree
- Salesforce reporting experience
- Alternative investments experience
- Must be coachable and eager to learn and grow
What We Do
Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts, qualified opportunity zone funds, and REITs. It is also an active developer and manager of multifamily communities.
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