Related skills
hubspot fintech jira confluence kyc📋 Description
- Serve as primary contact for onboarding and day-to-day client support.
- Guide clients through login, MFA, account setup, and KYC steps.
- Reduce workload for Product, Brokers, and Operations teams.
- Collaborate across Product, Brokers, Operations, and SysOps.
- Help clients reach transaction-ready status faster.
- Support TechOps and Level 0 issues; ensure timely resolution.
🎯 Requirements
- 3+ years in Customer Success, Account Management, or client-facing roles
- Experience in fintech, trading platforms, or regulated industries
- Strong communication, relationship mgmt, and problem-solving
- Proficiency with CRM tools (HubSpot, Zendesk) and Jira/Confluence
- Familiarity with KYC/AML workflows is a plus
🎁 Benefits
- Equal opportunity employer; diverse and inclusive workplace
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