Customer Onboarding Specialist
Core
Serve as the primary point of contact for new business partners in the fintech and cryptocurrency industry, guiding them through the onboarding journey from initial communication to final approval.
Role type
Customer Onboarding Specialist
Builds
Onboarding processes for new business partners within the fintech and cryptocurrency sector
Domain
Fintech and Cryptocurrency
Deliverable
client delivery
Required skills
Document collection and validation, CRM platform management, Compliance coordination, Process monitoring, Stakeholder communication, Data entry and maintenance
Preferred skills
KYC procedures experience, Business verification knowledge, AI-powered tools usage
Responsibilities
Act as primary onboarding contact, Collect KYC documentation, Review submitted documents for accuracy, Enter and maintain partner information in CRM, Collaborate with Compliance team, Monitor onboarding case progress
Seniority
Individual Contributor, 1+ years experience