Member of Client Experience, CXM
Core
Provide white-glove service and execute end-to-end processing for institutional clients (VCs, Sovereign Wealth Funds, PEs) on a crypto digital asset platform, managing onboarding, custody, and settlement operations.
Role type
Senior IC client experience specialist (institutional crypto)
Builds
Institutional client accounts and operations for a crypto custody and trading platform
Domain
Financial services + Digital assets/Crypto
Deliverable
client delivery
Required skills
Institutional client onboarding, KYC/AML concepts, custody and settlement operations, process refinement, stakeholder management, regulatory compliance
Preferred skills
Crypto industry knowledge, token/protocol understanding, shift coverage, runbook documentation
Technologies
Salesforce, Notion, Slack, JIRA
Responsibilities
Execute end-to-end processing of client operations, field and resolve client issues, handle time-sensitive custody and settlement, coordinate with internal stakeholders on process development, write and enhance runbooks, provide shift coverage
Seniority
Mid-level, hands-on IC