Customer Onboarding Specialist

New

Veta VirtualFintech and cryptocurrency

To be considered for this role, you must be currently based in Latin America (LATAM) or Europe.Full-TimeJunior

SalaryCompetitive salary in USD, paid consistently every month, no matter where you are.

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Job Details

Experience: At least one year of experience in customer onboarding, customer support, account coordination, operations, or a similar role.
Required Skills: Microsoft OfficeCustomer support

Have at least one year of experience in customer onboarding, customer support, account coordination, operations, or a similar role.
Demonstrate strong attention to detail and experience reviewing documents or maintaining accurate customer records.
Communicate clearly in writing and verbally, including explaining requirements to business owners in simple terms.
Have strong organization and follow-up skills, and be able to prioritize multiple cases and meet deadlines.
Be comfortable using CRM platforms, document management systems, Microsoft Office, and other business tools.
Use sound judgment with confidential information and know when to escalate.
Be self-motivated and able to stay productive in a fully remote setting.
Experience with KYC, business verification, or customer due diligence is a bonus.
Experience supporting business customers in financial services, fintech, payments, or cryptocurrency is a bonus.
Familiarity with business formation documents and ownership information is a bonus.
Comfort and skill using AI tools for research and daily productivity is a strong plus.

Act as the main onboarding contact for new business hosts, explain requirements, answer questions, and share next steps.
Collect business information, KYC documents, ownership details, and other onboarding materials.
Review submissions for completeness, accuracy, and consistency, and follow up on missing items or discrepancies.
Enter host information and documents into appropriate systems and keep records accurate and current.
Work with Compliance on reviews, document requests, and escalations, tracking cases until approval.
Monitor case progress, address delays, and keep hosts and internal teams informed.
Partner with Sales, Operations, and Host Success to transition hosts from onboarding to ongoing support.
Handle sensitive business and personal information according to privacy and security rules.
Identify recurring onboarding problems and recommend improvements to messages, workflows, and documents.
Track onboarding activity, completion times, and open requirements.

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