Investor Experience Specialist

2 weeks ago


Atlanta, Georgia, United States Invest with Roots Full time

Who We Are

Roots is changing real estate investing with a resident-centric model. We're reshaping the tenant-landlord relationship by giving residents the chance to partner in the property they live in. Our innovative program is about more than just renting; it's about creating a community and financial empowerment. By combining investment opportunities and resident engagement, we prove that this model benefits both residents and investors. At Roots, we aim to have a positive impact and help people build wealth through real estate.

Role Responsibilities

  • Be the main point of contact for investors through phone, email, or text.
  • Ensure a seamless investment journey for all clients, resolving any issues promptly.
  • Assist investors in transitioning their IRAs or 401ks into our Real Estate Investment Trust (REIT).
  • Manage investor accounts on our platform for a smooth operation.
  • Bring in ideas to enhance the investor experience and use feedback to shape new features.

Skills Required

  • Strong communication skills across various channels.
  • Proficiency in computer and technical skills, with a focus on problem-solving.
  • Creative thinking and proactive approach to challenges.
  • Ability to collect and interpret investor feedback effectively.
  • Knowledge of Google Suite and Microsoft Office.

Requirements

  • Bachelor's degree
  • Customer service experience is a bonus
  • Familiarity with financial products is a plus
  • Passion for making an impact in real estate investment

Our Why

We believe everyone should have the chance to build wealth. Our mission is to provide opportunities for wealth building through real estate investment.

We aim to help 1 Million individuals grow wealth by breaking barriers to real estate investment and making investing as easy as the stock market.

Our Values

  • Accountability: We are transparent and take our responsibilities seriously.
  • Student Mentality: Continuous learning and growth are key.
  • Driven: We aim for excellence and exceed expectations.
  • Fairness: We believe in equitable treatment for all.
  • Great Stewards: Carefully manage our resources and relationships.
  • Fun and Fearless: Approach challenges with a positive and bold spirit, challenging the status quo.


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