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- Tasks: Lead seamless client onboarding and enhance the overall experience from start to finish.
- Company: Join Copper, a pioneering fintech firm revolutionising digital asset infrastructure.
- Benefits: Enjoy 35+ days off, comprehensive medical insurance, and enhanced pension contributions.
- Why this job: Make a real impact in the fast-paced world of crypto and fintech.
- Qualifications: Experience in client onboarding within financial services and strong stakeholder management skills.
- Other info: Dynamic team culture with opportunities for professional growth and development.
The predicted salary is between 43200 - 72000 £ per year.
Overview
Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services. Copper 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. Copper’s Multi-Party Computation (MPC) technology underpins a secure custody platform that can connect to centralised exchanges, DeFi applications and staking pools without assets leaving custody. ClearLoop is Copper’s first solution to address counterparty risk with exchanges, enabling trading and settlement directly from MPC-secured wallets with settlement times shortened to a few milliseconds and without blockchain network dependency. Copper also maintains strong industry insurance coverage from an A+ rated insurer to safeguard assets.
The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless onboarding experience for clients, from initial engagement through to go-live. The team coordinates all aspects of the onboarding journey with internal stakeholders, shaping a positive first impression and laying the foundation for long-term client success.
Role Purpose
As a senior Client Onboarding Specialist, you will lead the delivery of a best-in-class onboarding experience for clients, ensuring a smooth transition from initial engagement through to platform activation. You will own complex onboarding projects, strategic initiatives, and drive continuous improvement across onboarding processes and client touchpoints. This role requires a strong mix of operational expertise, stakeholder management, and strategic thinking, collaborating with Sales, Relationship Management, Legal, Compliance, and Technology teams to ensure onboarding is efficient, secure, and aligned with Copper’s standards.
Key Responsibilities
- End-to-End Client Onboarding Ownership — act as the primary point of contact throughout the onboarding lifecycle, ensuring a consistent best-in-class client experience.
- Pipeline Monetisation & Sales Alignment — collaborate with the Sales team to monetise the client pipeline and support revenue targets.
- Meeting Leadership & Stakeholder Engagement — schedule and lead client meetings, ensuring alignment and timely delivery of onboarding dependencies.
- Regulatory and Legal Coordination — partner with KYC Operations and Compliance to support AML/KYC checks and onboard in line with regulatory standards; coordinate with legal on client negotiations.
- Pipeline Communication & Prioritisation — lead weekly stakeholder updates, prioritise key accounts, and ensure resources support go-live deadlines.
- CRM Management & Reporting — maintain client records in Salesforce and support onboarding performance dashboards.
- Platform Configuration & Account Setup — complete client account setup on the Copper platform.
- Process Optimisation & Strategic Input — identify delays and inefficiencies and contribute to evolving Copper’s onboarding framework.
- Product & Integration Enablement — support onboarding processes for new products and system integrations, ensuring readiness and scalability.
Skills & Experience
Essential
- Proven experience in client-facing onboarding within financial services or fintech, across the full onboarding lifecycle.
- Experience working with Sales, Compliance, Legal, Operations, and Technology to streamline onboarding.
- Track record of reducing onboarding time, improving data accuracy, and enhancing client satisfaction.
- Ability to identify onboarding risks and escalate issues to mitigate regulatory or reputational exposure.
- Strong understanding of AML/KYC regulations and financial compliance frameworks.
- Highly organized with the ability to manage competing priorities in fast-paced environments.
- Excellent interpersonal and client-facing skills with a focus on superior service.
- Familiarity with CRM tools (preferably Salesforce) and onboarding platforms.
- Interest in crypto, fintech, and broader financial services; proactive about industry trends.
Desirable
- Professional experience in Crypto.
- Bachelor’s degree or equivalent qualification.
- Understanding of UK, US, and Swiss AML and Financial Crime Regulation.
Benefits
- Paid Time Off — minimum of 35 days per year, inclusive of annual leave and public holidays; additional day of annual leave per year of service.
- Comprehensive Medical Insurance — dental, optical, audiology, mental health coverage; medical history disregarded.
- Life Insurance
- Enhanced Pension Contributions — enhanced employer matching.
- 24/7 Employee Assistance Programme (EAP)
Copper is an equal opportunity employer and values diversity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you require assistance during the recruitment process, please let us know so we can accommodate.
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Senior Client Onboarding Specialist employer: Copper Technologies
Contact Detail:
Copper Technologies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Onboarding Specialist
✨Tip Number 1
Get to know the company inside out! Research Copper's products and services, especially their onboarding processes. This will help us tailor our conversations and show that we're genuinely interested in making a positive impact.
✨Tip Number 2
Network like a pro! Connect with current or former employees on LinkedIn to gain insights about the company culture and the onboarding team. This can give us an edge during interviews and help us understand what they value most.
✨Tip Number 3
Prepare for those tricky questions! Think about how we can demonstrate our experience in client-facing roles and our understanding of AML/KYC regulations. Practising our responses will help us feel more confident when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows that we’re proactive and serious about joining the Copper team.
We think you need these skills to ace Senior Client Onboarding Specialist
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your experience in client-facing onboarding, especially within financial services or fintech. We want to see how you've tackled the full onboarding lifecycle and any specific achievements that demonstrate your skills.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the key responsibilities and skills mentioned in the job description. We love seeing candidates who take the time to connect their experience with what we’re looking for.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so make sure your points are easy to understand and get straight to the heart of your qualifications.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to track your application and ensure it reaches the right people!
How to prepare for a job interview at Copper Technologies
✨Know Your Onboarding Process
Familiarise yourself with the entire client onboarding lifecycle, especially in financial services or fintech. Be ready to discuss how you’ve streamlined processes in the past and any specific tools you've used, like Salesforce.
✨Showcase Your Stakeholder Management Skills
Prepare examples of how you've collaborated with various teams such as Sales, Compliance, and Legal. Highlight your ability to lead meetings and ensure alignment among stakeholders, as this role requires strong communication and leadership skills.
✨Understand Regulatory Standards
Brush up on AML/KYC regulations and be prepared to discuss how you've navigated compliance challenges in previous roles. This will show that you’re not only knowledgeable but also proactive about mitigating risks.
✨Demonstrate Your Passion for Fintech
Express your interest in crypto and fintech trends during the interview. Share insights or recent developments in the industry that excite you, as this will reflect your enthusiasm and commitment to the field.
