Service institutional clients by managing operational tasks, developing and executing operational processes in support of clients' needs, and performing transaction reviews and approvals
Review client transactions and instructions in a timely manner and manage transactions in a risk-conscious way
Become intimately familiar with client operations and their use of the platform and anticipate client needs, acting as an internal advocate
Support client interactions across multiple teams and work closely with Client Experience, Sales, Compliance, and Product to develop operational solutions to complex client requests
Develop familiarity in all product and service offerings, gaining a deep understanding of product features and supported cryptocurrencies
Participate in regular evening and weekend on-call rotations
Ensure processes and procedures are developed and continuously refined; identify and escalate risks to management
Requirements
Experience supporting operational needs of institutional clients in a financial services setting, with a familiarity with US Anti-Money Laundering (“AML”) requirements
Maintain a working understanding of how institutional clients such as VCs, Sovereign Wealth Funds, PEs operate in the crypto custody space
Maintain an understanding of traditional financial services, products and strategies
Maintain a basic understanding of the crypto industry’s landscape, tokens/protocols, and different verticals (staking, governance, etc.)
Capable of navigating and learning various systems and tools such as Salesforce, JIRA, Looker
Ability to execute the end-to-end processing of client operations for institutional clients, including receiving, verifying, and reviewing operations accurately and in a timely manner
2-4 years of professional working experience in financial services and/or digital asset industry
Experience supporting institutional client operations in financial services, or another heavily regulated industry
Experience with different channels of support including chat, text, telephone, email and video conference
Foundational knowledge or interest in blockchain, crypto-economics, security engineering
Keen ability to adapt and learn quickly as business strategies evolve and new products are introduced
Participate in regular evening and weekend on-call rotations