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- Tasks: Guide clients through the onboarding process and ensure a smooth transition to our platform.
- Company: Copper is a leading digital asset technology firm revolutionising crypto trading for institutional investors.
- Benefits: Enjoy 27 days holiday, health insurance, remote work support, and a vibrant company culture.
- Why this job: Join a fast-growing team in fintech, make an impact, and develop your skills in a dynamic environment.
- Qualifications: Prior client onboarding experience and interest in crypto/fintech are preferred; training provided.
- Other info: We value diversity and are committed to creating an inclusive workplace for all.
The predicted salary is between 36000 - 60000 £ per year.
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, 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 – the gold standard in secure custody.
The Client Onboarding team sit within Copper’s Revenue Department. The team are responsible for guiding clients through the various stages of the onboarding process from inception to go live. This necessitates coordinating both with the client and the Copper internal stakeholders to ensure clients are transitioned onto the Copper platform quickly and efficiently.
Key Responsibilities of the role:
- Partner with Sales to drive and monetise the pipeline to ensure revenue targets are met.
- Become a dedicated point of contact to guide clients through the onboarding lifecycle.
- Coordinate client meetings and engage the relevant Copper stakeholders.
- Issue clients with a customised onboarding package and serve as their main point of contact for all documentation and onboarding related matters.
- Partner with the KYC Operations, Compliance and Legal teams to finalise the AML/KYC due diligence.
- Attend weekly calls with relevant internal stakeholders to communicate new clients coming through the pipeline.
- Complete the setup of the client account on the Copper Platform.
- Coordinate the introduction of the client to the Copper Relationship Management and Technical Account Management teams.
- Ensure accuracy of the Salesforce client data included in reporting.
- Partner with the Head of Client Onboarding to identify trends in clients delays and deficiencies.
- Partner with internal stakeholders to identify and drive automation with the end-to-end onboarding process.
Your experience, skills and knowledge:
- Prior professional experience in a Client Onboarding role.
- Experience in KYC is advantageous, but training will be provided.
- Knowledge and experience working in Salesforce.
- Understanding of and genuine interest in Crypto, Fintech and Financial Services.
- Good presentation skills and confidence to present to groups.
- Ability to work cross-functionally and alongside people of differing seniority.
- Strength in influencing decision making and bringing teams to agreement.
The benefits offered:
- 27 days per annum paid holiday, in addition to bank holidays.
- One additional day of paid time off per year of service (up to three years).
- Medical Insurance with individual cover.
- Comprehensive dental cover.
- Audiology Cover for hearing tests or aids.
- Optical Cover for eye care expenses.
- Unlimited support for menopause symptoms.
- Free Headspace subscription for mental health resources.
- Monthly top-up for energy support.
- Pension up to 10% matched contribution.
- Life Insurance cover: Four times your base salary.
- Access to unlimited mental health consultations.
- Sponsored Learning and Development opportunities.
- Regular company events and social activities.
Copper is an equal opportunity employer. We embrace diversity and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Client onboarding analyst, London employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client onboarding analyst, London
✨Tip Number 1
Familiarise yourself with Copper's products and services, especially their Multi-Party Computation (MPC) technology. Understanding how this technology works will help you engage more effectively with clients during the onboarding process.
✨Tip Number 2
Network with professionals in the crypto and fintech sectors. Attend industry events or join online forums to connect with others who can provide insights into the client onboarding process and share experiences that could be beneficial for your role.
✨Tip Number 3
Brush up on your Salesforce skills, as this is crucial for managing client data accurately. Consider taking a short course or tutorial to enhance your proficiency, which will demonstrate your commitment to the role.
✨Tip Number 4
Prepare to showcase your presentation skills. Since you'll be guiding clients through the onboarding lifecycle, practice presenting complex information clearly and confidently to ensure a smooth onboarding experience.
We think you need these skills to ace Client onboarding analyst, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding and KYC processes. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the crypto and fintech industries. Explain why you are interested in Copper specifically and how your skills align with their mission and values.
Highlight Relevant Skills: Emphasise your experience with Salesforce and any previous roles that required cross-functional collaboration. Mention your ability to influence decision-making and work with diverse teams, as these are key aspects of the role.
Showcase Your Presentation Skills: Since good presentation skills are important for this role, consider including examples of past experiences where you successfully presented to groups. This could be in a professional setting or during academic projects.
How to prepare for a job interview at TN United Kingdom
✨Understand the Company and Its Products
Before your interview, make sure you have a solid understanding of Copper's offerings, especially their Multi-Party Computation (MPC) technology and ClearLoop solution. This knowledge will help you demonstrate your genuine interest in the company and its mission.
✨Showcase Your Client Onboarding Experience
Be prepared to discuss your previous experience in client onboarding roles. Highlight specific examples where you successfully guided clients through complex processes, as this will be crucial for the role at Copper.
✨Demonstrate Your KYC Knowledge
While training will be provided, having a basic understanding of KYC (Know Your Customer) processes will set you apart. Be ready to discuss any relevant experience or knowledge you have in this area, as it is advantageous for the position.
✨Prepare for Cross-Functional Collaboration
Since the role involves working with various internal teams, think of examples where you've successfully collaborated with different departments. Emphasise your ability to influence decision-making and bring teams together, as this is key to ensuring a smooth onboarding process.
