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


Please mention the word **ACUMEN** and tag RNTIuMzMuODcuMTU0 when applying to show you read the job post completely (#RNTIuMzMuODcuMTU0). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.

Job type:

Remote job

Tags

  • web3
  • bitcoin
  • crypto
  • leader
Sent 106 days ago
Back to index