Client Onboarding Associate

National Trust

Client Onboarding Associate managing institutional client onboarding at a digital asset trust bank. Leading end-to-end onboarding functions including KYC/AML compliance and client communication.

Posted 7/27/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding processes, including KYC/AML compliance and digital asset management. Proven ability to enhance operational efficiency through technology and effective communication across multiple channels.

Highest-signal resume keywords

Client Onboarding ManagementKYC/AML ComplianceDigital Asset KnowledgeOperational Procedure DesignCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingDigital AssetsBlockchainAML/KYC RequirementsTradingSettlementOn-Chain ActivitiesAutomated Onboarding ProcessesFinancial Market RequirementsResource Allocation

Soft Skills

Problem SolvingAnalytical SkillsOrganizational SkillsTeam OrientedSelf-Motivated

Tools & Technologies

Integrated Communication PlatformsTicketing ToolsMicrosoft Office

Industry Keywords

Institutional Client ServiceCustodyClient GovernanceClient TrainingRegulatory Compliance

About the role

Key responsibilities & impact

Lead end to end client onboarding functions, to include, but not limited to account opening, document processing, client and asset qualification, KYC/AML reviews, client communication, client portal set-up and portal user training
Partner with Business Development team to support a seamless transition from prospect to active client
Manage and resolve client onboarding inquiries and issues, including evening and weekend engagement as needed
Coordinate with Operations, Compliance, Risk, Legal, and Technical teams to completed client set-up, permissions and on-chain regarding on-chain activities, (e.g. staking, voting, forking)
Maintain expert knowledge of digital asset product and services; to include, custody, trading, lending, and issuance
Collaborate with clients through integrated communication platform and the bank’s ticketing tool
Partner with Compliance to ensure completion of AML/KYC requirements
Establish client governance structures, including authorized signers and administrators.
Deliver client training on custody, transfers, trading, and lending services
Manage on-boarding handoff to Client Coverage Desk, Trust, and Relationship Management teams
Allocate, adjust, and prioritize resources to align with priorities to minimize inefficiencies and prevent bottlenecks
Foster a client focused team culture while maintaining strong regulatory compliance

Requirements

What you’ll need

Minimum of 5+ years of relevant Institutional Client On-Boarding, Client Service, Trading, Settlement, and/or Bank and Custody experience
2+ years of experience and working knowledge of digital assets, blockchain, and on-chain activities, e.g. staking, forking, and voting
Understanding of institutional onboarding process including AML/KYC and financial market requirements
Proven ability to design and implement new operating procedures that improve business performance and efficiency
Experience with multiple communication channels and integrated technical systems for voice, video conference, chat, and other online mediums
Accomplished in delivering highly automated onboarding processes that leverage technology to meet regulatory requirements in a scalable and client friendly manner
Ability to work in a fast paced, client deadline driven environment
BS/BA in Business, Computer Science or related field
Superior verbal, written, and communication skills
Excellent problem solving and analytical skills
Strong organizational and time-management skills
Team oriented and ability to networking with others and partnering with peers
Assertive, self-motivated and self-directed, possess high-level of initiative
Exceptional leader with proven ability to influence others
Proficiency in Microsoft Office

Benefits

Comp & perks

Medical, Dental, and Vision insurance
401(k)
Life and disability insurance