Onboarding Specialist

The Role

At Swan, we are committed to building the best experience for onboarding Corporate and Retirement accounts. We are looking for someone who is a servant leader with excellent customer service skills that wants to help individuals, corporates and trusts become Swan Clients.

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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