Onboarding Specialist

Location

Salary

90000 - 180000 a year (s)

Description

The Role

At Swan, we are committed to building the best experience for onboarding Corporate and Retirement accounts. We are looking for someone who is a servant leader with excellent customer service skills that wants to help individuals, corporates and trusts become Swan Clients.

Your responsibilities

Help individual and corporate customers complete ID verification and review their ID materials
Reviewing clients’ documentation, assessing their risk profiles, and communicating with clients in a professional manner in order to obtain additional documentation/information.
Communicating with our custodian to ensure accounts are onboarded in a timely manner.
Understanding requirements for onboarding different entity types (Corporates, Family Offices, Trusts, Non-Profit, etc.) and continuously seeking to improve requirements over time.
Thinking creatively around improving our onboarding process. Working to coordinate platform-wide improvements with our internal teams and onboarding partners.

Skills and experience that will help you succeed

Strong attention to detail
Previous working experience in a similar role
Experience in customer service and familiarity with ZenDesk
Desire to work in a fast paced start-up environment where you’ll have a lot of say in the product and a lot of responsibility
A true passion for Bitcoin as a world-changing innovation in money and freedom. We’re not a crypto or blockchain company. We don’t care if you’ve done any of those things in the past, but here we’re all about onboarding people into Bitcoin!
Required to work US timezones

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