Customer Onboarding Specialist
Core
Guide new business partners through the onboarding journey in the fintech and cryptocurrency industry, serving as the primary point of contact for document collection, verification, and approval.
Role type
Customer Onboarding Specialist
Builds
Onboarding processes for new business partners
Domain
Fintech and cryptocurrency
Deliverable
client delivery
Required skills
Document review and validation, CRM management, process coordination, compliance adherence, stakeholder communication, issue resolution
Preferred skills
KYC procedures, business verification, financial services experience, AI tool usage
Responsibilities
Act as primary onboarding contact, collect KYC documentation, review submitted materials for accuracy, enter data into CRM systems, collaborate with Compliance team, monitor case progress, handle confidential information, identify process improvements, track onboarding metrics
Seniority
Entry-level to Mid-level, fully remote