Client Success Specialist – Crypto & OTC Trading
New
V
Veta VirtualFintech Cryptocurrency
Must currently be based in Latin America (LATAM) or EuropeFull-TimeMiddle
SalaryCompetitive salary in USD, paid consistently every month
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Job Details
- Experience
- 3+ years of experience in customer service or client relations
- Required Skills
- Customer serviceComplianceRisk Management
Requirements
- 3+ years of experience in customer service or client relations.
- Strong organizational skills and ability to follow procedures in a regulated environment.
- Understanding of risk controls, policies, and procedures.
- Strong computer proficiency and comfort learning new platforms quickly.
- Excellent written and verbal communication skills.
- Creative and analytical thinking skills.
- Basic knowledge of cryptocurrency (preferred).
- Experience with OTC trading, brokerage, or financial sales (bonus).
- Familiarity with AML compliance or suspicious activity reporting (bonus).
- Comfort using AI tools for research and productivity (bonus).
Responsibilities
- Field inbound calls, texts, and emails while performing outbound outreach to assist clients.
- Follow compliance policies and standard operating procedures to ensure accurate task completion.
- Partner with the compliance team to identify and report suspicious activity via internal ticketing.
- Build and maintain strong, lasting relationships with prospective and current clients.
- Educate clients on platform basics, wallet management, Bitcoin, and other cryptocurrency offerings.
- Guide clients through the process of executing trades via bank wire and ACH transfer.
- Track individual performance metrics including call quality and conversion ratios.
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