Entity Onboarding Specialist

The Company

Swan is the USA’s #1 Bitcoin wealth platform for families and businesses. We hire passionate Bitcoiners who want to work with a self-motivated and fully distributed startup team.

The Role

At Swan, we are committed to building the best experience for onboarding Corporate, Non-Profit, and Trust accounts. We are looking for someone who is a servant leader with excellent customer service skills.

Your responsibilities

• Help individual and corporate customers complete ID verification and review their ID materials
• Reviewing clients’ documentation, assessing their risk profiles, and communicating with clients in a professional manner in order to obtain additional documentation/information, as needed.
• Communicating with our custodian to ensure accounts are onboarded in a timely manner.
• Understanding requirements for onboarding different entity types (Corporates, Family Offices, Trusts, Non-Profit, etc.) and continuously seeking to improve requirements over time.
• Thinking creatively around improving our onboarding process. Working to coordinate platform-wide improvements with our internal teams and onboarding partners.

Skills and experience that will help you succeed

• Strong attention to detail
• Previous working experience in a similar role
• Experience in client service
• Familiarity with the following tools: Zendesk, Collect, Persona, and SendSafely
• Desire to work in a fast paced start-up environment where you’ll have a lot of say in the product and a lot of responsibility
• A true passion for Bitcoin as a world-changing innovation in money and freedom. We’re not a crypto or blockchain company. We don’t care if you’ve done any of those things in the past, but here we’re all about onboarding people into Bitcoin!
• Required to work US timezones
• Compensation for this role will be based on location and experience, and may include base salary, equity, and benefits

Here's a bit about our culture

• We’re a growing team: Fully distributed across the world, Slack and Huddles are huge here.
• We’re very flat: Leadership is desired and encouraged; we hire people who care about and use the product they are working on.
• We’re Bitcoiners: We find solutions that encourage Bitcoin principles. We are often involved in the Bitcoin community through writing, podcasts, conferences, open-source projects, and time spent on Twitter to help educate the masses. We love Bitcoin, and it comes through in our daily chats, meetings, and actions.

Join us, become a Swan!