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Entity Onboarding Specialist
Remote
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
Remote pay range (based on location and experience)
$55,000 - $85,000 USD
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!
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