Technical Support Engineer, VoIP
Wildix
FirewallsVoIP
Investor Onboarding Support Analyst
Securitize
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Contact clients daily via phone, text, or email to assist with account open processes, including KYC, accreditation, and broker-dealer account open
- Proactively identify and resolve any issues or discrepancies in KYB documentation, collaborating with internal teams and investors to ensure timely resolution.
- Respond to client inquiries and coordinate with relevant internal parties as needed
- Onboard high networth clients and entities to the platform and provide white glove guidance through guide the process
- Monitor payment activity and assist with ad hoc tasks and research as needed
- Build strong relationships with clients and monitor customer satisfaction levels
- Update onboarding processes and procedures and develop new training materials as needed
- Follow up with clients to ensure timely completion of required documentation
- Maintain accurate and up-to-date client information in the database
- Facilitate resolution of client issues and escalate to relevant parties as needed
- Identify areas for improvement in the onboarding process and make recommendations
- Attend client meetings and presentations as needed
- Collaborate with the sales team to meet client acquisition and retention goals
- Provide support for other team members as needed
Requirements
- Must have at least 5+ years experience in financial services industry and investment processes
- Must have Series 7 license
- Must have experience onboarding investors and ongoing account management (REQUIRED)
- Strong knowledge of the financial services industry and investment processes
- Proven success in a target-driven environment and ability to work independently in a rapidly evolving environment
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work under pressure, be flexible and meet deadlines
- Bachelor's degree in a related field such as finance, business administration, or economics (or equivalent work experience)
Benefits
- Unlimited Paid Time Off to ensure a healthy work-life balance.
- Company grant options to share in the company's success and growth.
- The freedom of a Remote work environment, allowing you to work from anywhere while still being part of a dynamic team.
- Company-paid Professional Development opportunities to help you grow and achieve your career goals.
- Comprehensive 100% Medical/Dental/Vision Insurance coverage to keep you and your family healthy and happy.
- A 401 (K) Retirement Plan to help you plan for a secure financial future.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
KYCKYBaccount managementonboardingfinancial servicesinvestment processesanalytical skillsproblem-solving skills
Soft skills
communication skillsinterpersonal skillsflexibilityability to work under pressuretime managementrelationship building
Certifications
Series 7 license
