Client Success Specialist – Crypto & OTC Trading

Job Description

REQUIREMENTS

• 3+ years of experience in customer service or client relations required.
• Basic knowledge of cryptocurrency preferred.
• Strong organizational skills, with the discipline to follow procedures precisely in a regulated environment.
• Excellent written and verbal communication skills.
• Understanding of risk controls, policies, and procedures.
• Creative and analytical thinking, with the ability to work with all levels of management.
• Strong computer proficiency and comfort learning new platforms quickly.
• Comfort and proficiency using AI tools to support client research and day to day productivity is a strong plus
• Bonus: experience with OTC trading, brokerage services, or financial product sales
• Bonus: familiarity with suspicious activity reporting, AML compliance, or regulatory monitoring in a financial services context.
• Bonus: genuine passion for fintech, digital assets, and the future of financial technology.
• To be considered for this role, you must currently be based in Latin America (LATAM) or Europe.

RESPONSIBILITES

• Fielding inbound calls, texts, and emails from prospective and current clients, and making outbound efforts to further assist clients and promote our services.
• Using company compliance policies and standard operating procedures to complete tasks accurately and effectively, every time.
• Partnering with the compliance team to identify and report suspicious activity through internal reporting tickets
• Developing and maintaining strong, lasting relationships with clients and prospects.
• Educating clients on the basics of the platform, including wallet walkthroughs, Bitcoin, and other cryptocurrency offerings, in terms that build real understanding and trust.
• Guiding clients through the process of executing crypto trades by bank wire and ACH transfer, ensuring a smooth and confident experience from start to finish.
• Tracking individual progress on a quarterly basis, including call quality, approved registration ratio, approved to trading ratio, and average trades per client.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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