Client onboarding analyst

July 4

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Copper.co

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Custody, Prime Services and Collateral Management for Digital Assets

Cryptocurrency • Custody • Execution • Prime • Settlements

201 - 500

Description

• Partner with Sales to drive and monetize the pipeline to ensure revenue targets are met • Become a dedicated point of contact to guide clients through the onboarding lifecycle from inception right through to the point the client is transitioned over to the Relationship Management team • Coordinate client meetings and engage the relevant Copper stakeholders where necessary • Issue clients with a customized onboarding package and serve as their main point of contact for all documentation and onboarding related matters • Partner with the KYC Operations, Compliance, and Legal teams to finalize the AML/KYC due diligence and legal aspects of the onboarding process • Attend weekly calls with relevant internal stakeholders to communicate new clients coming through the pipeline to ensure teams are adequately resourced, key clients prioritized and client go live dates or deadlines met • Complete the setup of the client account on the Copper Platform including coding commercials and configuring platform user permissions • Coordinate the introduction of the client to the Copper Relationship Management and Technical Account Management teams • Ensure accuracy of the Salesforce client data included in weekly/monthly dashboard reporting • Partner with the Head of Client Onboarding to identify trends in clients delays and any deficiencies to the current process which will necessitate in fundamental changes to the onboarding process • Partner with internal stakeholders to identify and drive automation with the end-to-end onboarding process to ensure scalability and the removal of manual touch points

Requirements

• Prior professional experience in a Client Onboarding role • Experience in KYC is advantageous, but training will be provided to the successful • Knowledge and experience working in Salesforce • Understanding of and genuine interest in Crypto, Fintech, and Financial Services • Good presentation skills and confidence to present 1:1 and to small and larger groups • Ability to work cross-functionally and alongside people of differing seniority on a regular basis • Strength in influencing decision making with or without authority and bringing teams to agreement

Benefits

• Holidays: 27 days per annum paid holiday, in addition to bank holidays • Years of Service Days: Employees are awarded one additional day of paid time off per year of service (up to three years) • Vitality Health: Medical Insurance, Dental Insurance, Audiology Cover, Optical Cover, Menopause Support, Headspace, Discounts and free benefits • Home Working Energy Support Scheme • Pension up to 10% matched contribution to our company pension scheme via Smart Pensions • Cycle to Work • Life Insurance cover: Four times your base salary • EAP: access unlimited mental health consultations and contact a 24/7 confidential helpline for emotional support • Unmind • Sponsored Learning and Development opportunities • Regular company events and social activities