Partner with Sales, KYC Ops, Legal and Client Experience to ensure onboarding is seamless.
Ensure sales pipeline integrity and timely launching of client contracts.
Launch and complete client-specific contracts accurately.
Know new account opening requirements, verify information, coordinate approvals.

🎯 Requirements

CRM experience (e.g., Salesforce) to manage activities and client data.
Strong organizational and time management skills in a fast-paced environment.
Baseline understanding of cryptocurrencies with a curiosity to learn.
Solid understanding of client life-cycles in financial services.
Collaborative, proactive, team-focused problem solving.
Bonus: Hamilton soundtrack reference.

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