Customer Onboarding Specialist

New

JobgetherFintech and cryptocurrency

Candidates must currently reside in Latin America (LATAM) or Europe to be eligible for this fully remote opportunity.Full-TimeJunior

SalaryCompetitive USD Salary; Performance-Based Incentives

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Job Details

Experience: At least 1 year of professional experience in customer onboarding, customer support, account coordination, operations, or a related customer-facing or administrative role.
Required Skills: Microsoft OfficeCustomer support

At least 1 year of professional experience in customer onboarding, customer support, account coordination, operations, or a related customer-facing or administrative role.
Practical experience reviewing documents, validating customer information, and maintaining accurate records.
Strong written and verbal communication skills for explaining processes and documentation requirements.
Organisational and follow-up skills, including managing multiple cases, prioritising tasks, and meeting deadlines.
Familiarity with CRM platforms, document management systems, Microsoft Office, and standard business productivity tools.
Good judgement when handling sensitive and confidential information and escalating discrepancies or potential compliance concerns.
Ability to work independently and remain productive in a fully remote environment.
Comfort using AI-powered tools for research, information processing, and productivity is an advantage.
KYC procedures, business verification, or customer due diligence experience is a plus.
Financial services, fintech, payment solutions, or cryptocurrency customer-support experience is an advantage.
Familiarity with business registration documents, company ownership structures, and related verification requirements is beneficial.

Guide new business partners through onboarding requirements and answer questions throughout the process.
Collect KYC documentation, ownership details, and other required business information.
Review submissions for completeness, accuracy, and consistency, and follow up on missing information or discrepancies.
Maintain partner information and documents in CRM platforms and internal systems.
Coordinate document reviews and information requests with Compliance, and follow cases through final approval.
Monitor onboarding progress, resolve issues, and keep partners and internal stakeholders informed.
Coordinate with Sales, Operations, and Host Success to support the transition to ongoing partner support.
Handle confidential information according to privacy, data protection, and information security procedures.
Identify recurring challenges and recommend improvements to onboarding communication, workflows, and documentation.
Track onboarding activity, timelines, outstanding documents, and case progress; use digital and AI-powered tools to support research and administrative work.

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