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Investor Experience Specialist

4 months ago

Atlanta, United States Invest with Roots Full time

Who We Are

Roots is redefining real estate investing with a never before seen resident-centric model. We're totally reshaping the tenant-landlord relationship by offering residents the chance to not just rent but partner in the property they live in. This is not rent-to-own; this is the first ever own-while-you-rent program Our innovative Live In It Like You Own It program is about more than just providing a place to live; it's about fostering a sense of community and financial empowerment. By intertwining investment opportunities and resident engagement we have proven that this model truly does do good by the residents, and performs quite well for our Investors. Roots is committed to making a positive impact and helping millions of people build wealth through real estate. We believe that a win-win ecosystem is the only type worth building

Role Responsibilities

  • Act as a primary point of contact for investors, ensuring seamless communication via phone, email, or text.
  • Ensure a smooth investment journey for all clients, addressing and resolving any issues promptly.
  • Assist investors individually with transitioning their IRAs or 401ks into our Real Estate Investment Trust (REIT).
  • Manage and troubleshoot investor accounts on our platform, ensuring a seamless back-office operation.
  • Innovate and contribute ideas for enhancing investor experience.
  • Compile and utilize investor feedback to guide the development team in creating new features.

Skills Required

  • Exceptional communication skills and comfort with various communication channels.
  • Strong computer and technical skills, with the ability to manage and troubleshoot platform issues.
  • Creative thinking and a proactive approach to problem-solving.
  • Ability to effectively collect and interpret investor feedback.
  • General Google Suite and Microsoft Office Skills

Requirements

  • Bachelor's degree
  • Experience in customer service is a plus
  • Familiarity with financial products is also a plus
  • Strong desire to make a meaningful impact in the real estate investment sector

Our Why

We fundamentally believe that everyone should have an opportunity to build wealth. This belief is what guides our mission of giving everyone the opportunity to build wealth and secure their financial future through investment in real estate.

In pursuit of our mission we will help 1 Million people grow wealth by breaking down the barriers to real estate investment for the masses, and making real estate as easy to invest in as the stock market.

Our Values

  • Accountability: We take our responsibilities seriously and always stay transparent.
  • Student Mentality: Continuous learning and growth are at our core.
  • Driven: We strive to exceed expectations. We aim for excellence in everything we do.
  • Fairness: We're committed to equitable treatment for everyone.
  • Great Stewards: We manage our resources and relationships with care and responsibility.
  • Fun and Fearless: We face challenges with a positive and bold spirit. We challenge each other, the status quo, and how it's always been done .