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Onboarding Specialist
at Swan
5 months ago | 935 views | 26 applications

Onboarding Specialist

Per year
$85,000 To $109,000

About the company

Swan is a leading Bitcoin-only financial services company supporting individuals and companies throughout their Bitcoin journey. We hire passionate Bitcoiners who want to work with a self-motivated and fully distributed startup team.

Job Summary

Your responsibilities

📍Help individual and corporate customers complete ID verification and review their ID materials 📍Reviewing clients’ documentation, assessing their risk profiles, and communicating with clients in a professional manner in order to obtain additional documentation/information. 📍Communicating with our custodian to ensure accounts are onboarded in a timely manner. 📍Understanding requirements for onboarding different entity types (Corporates, Family Offices, Trusts, Non-Profit, etc.) and continuously seeking to improve requirements over time. 📍Thinking creatively around improving our onboarding process. Working to coordinate platform-wide improvements with our internal teams and onboarding partners.

Skills and experience that will help you succeed

📍Strong attention to detail 📍Previous working experience in a similar role 📍Experience in customer service and familiarity with ZenDesk 📍Desire to work in a fast paced start-up environment where you’ll have a lot of say in the product and a lot of responsibility 📍A true passion for Bitcoin as a world-changing innovation in money and freedom. We’re not a crypto or blockchain company. We don’t care if you’ve done any of those things in the past, but here we’re all about onboarding people into Bitcoin! 📍Required to work US timezones

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