About the company
Copper is a digital asset technology company dedicated to helping institutional investors safely acquire, trade, and store crypto assets. Built and led by Dmitry Tokarev, a software and financial engineering specialist, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology ā the gold standard in secure custody. Copperās multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody. Built on top of this state-of-the-art custody, ClearLoopā¢ is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoopā¢ is rapidly reshaping the way asset managers trade and manage capital. In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets.
Job Summary
Responsibilities
šPartner with Sales to drive and monetise the pipeline to ensure revenue targets are met. šBecome 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. šCoordinate client meetings and engage the relevant Copper stakeholders where necessary. šIssue clients with a customised onboarding package and serve as their main point of contact for all documentation and onboarding related matters. šPartner with the KYC Operations, Compliance and Legal teams to finalise the AML/KYC due diligence and legal aspects of the onboarding process. šAttend weekly calls with relevant internal stakeholders to communicate new clients coming through the pipeline to ensure teams are adequately resourced, key clients prioritised and client go live dates or deadlines met. šComplete the setup of the client account on the Copper Platform including coding commercials and configuring platform user permissions. šCoordinate the introduction of the client to the Copper Relationship Management and Technical Account Management teams. šEnsure accuracy of the Salesforce client data included in weekly/monthly dashboard reporting. šPartner 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. šPartner 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
Your experience, skills and knowledge
šPrior professional experience in a Client Onboarding role šExperience in KYC is advantageous, but training will be provided to the successful šKnowledge and experience working in Salesforce šUnderstanding of and genuine interest in Crypto, Fintech and Financial Services. šGood presentation skills and confidence to present 1:1 and to small and larger groups. šAbility to work cross-functionally and alongside people of differing seniority on a regular basis. šStrength in influencing decision making with or without authority and bringing teams to agreement
