Investor Services Representative

Investor Services RepresentativeFort Worth, Texas (Limited Remote) Full-Time | Exempt Reports to: Investor Services Sr. ManagerJoin a Team That Delivers ExcellenceAt U.S. Energy Development Corporation (USEDC), "Strive for Excellence" isn't just a motto "” it's how we show up every day. For over 40 years, we've built a reputation for strong performance, transparency, and lasting partnerships in the energy industry.We're looking for an Investor Services Representative to join our team and help deliver an exceptional experience to our investors.The OpportunityThis role is the front line of our investor experience "” serving as a key point of contact for investors, financial advisors, and registered representatives.You'll combine customer service, operations, and attention to detail to ensure investor requests are handled accurately, efficiently, and professionally. If you thrive in a fast-paced environment and take pride in getting the details right, this role is for you.What You'll DoServe as the primary contact for investor inquiries via phone and email Manage inbound/outbound communications, including statements, distributions, and tax documents Support investor portal access and troubleshooting Maintain accurate records of investor interactions and transactions Coordinate with transfer agents to ensure timely processing and delivery of materials Perform data entry, reporting, and quality control checks Support document management and compliance requirements Assist with administrative tasks, including occasional front desk support What You BringStrong attention to detail and organizational skills Ability to manage multiple priorities in a deadline-driven environment Professional, service-oriented mindset with strong written communication skills Ability to handle sensitive information with discretion Collaborative approach when working with internal teams and external partners Experience with CRM or document management systems is a plus Self-starter with strong ownership and follow-through Education & ExperienceHigh school diploma required; Associate's or Bachelor's degree preferred 1-3 years of administrative, operational, or customer support experience Experience in financial services, energy, or investment environments is a plus Why USEDC? Our Benefits Stand OutWe offer a highly competitive and comprehensive benefits package designed to support your health, financial well-being, and professional growth:100% Employer-Paid BenefitsMedical (Employee & Eligible Dependents) Dental & Vision (Employee & Eligible Dependents) $100,000 Life Insurance Long-Term Disability Additional Perks401(k) with 100% match up to 5%Quarterly HSA contributions 11.5 paid holidays Telemedicine & Employee Assistance Program Professional development and continuing education support Tuition program (eligibility requirements apply) Paid volunteer time

Created: 2026-05-09