Investor Onboarding Specialist

Securitize is a global fintech, Top 50 blockchain company, with a mission to provide investors with access to invest in and trade alternative assets, and for companies to raise capital and offer shareholder's liquidity. Securitize has pioneered a fully digital, regulatory compliant, end-to-end platform for issuing, managing and trading digital asset securities (also known as security tokens), with over 200 businesses and nearly 400,000 investors already connected, and nearly $500 million in current-value digital asset securities issued on the Securitize platform.
We are a well-funded global team made up of top blockchain and financial industry talent based around the world, based in Tel Aviv, Buenos Aires, Tokyo, New York, and San Francisco. We're backed by leading financial institutions and blockchain investors, including Morgan Stanley, Blockchain Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander, and Coinbase.
We are seeking a licensed Investor Onboarding Specialist to join our team and be responsible for guiding our investors through the account opening process and ensuring a smooth and efficient onboarding experience. The ideal candidate should have excellent communication and analytical skills, be self-motivated and able to work independently, and have a strong desire to contribute to the success of our startup.
Responsibilities:

• Contact clients daily via phone, text, or email to assist with account open processes, including KYC, accreditation, and broker-dealer account open
• Track progress of wins and losses and provide weekly reports
• Respond to client inquiries and coordinate with relevant internal parties as needed
• Onboard high networth clients and entities to the platform and provide white glove guidance through guide the process
• Monitor payment activity and assist with ad hoc tasks and research as needed
• Build strong relationships with clients and monitor customer satisfaction levels
• Update onboarding processes and procedures and develop new training materials as needed
• Follow up with clients to ensure timely completion of required documentation
• Maintain accurate and up-to-date client information in the database
• Facilitate resolution of client issues and escalate to relevant parties as needed
• Identify areas for improvement in the onboarding process and make recommendations
• Attend client meetings and presentations as needed
• Collaborate with the sales team to meet client acquisition and retention goals
• Provide support for other team members as needed

Requirements:

• Must have at least 5+ years experience in financial services industry and investment processes
• Must have Series 7 license
• Must have experience onboarding investors and ongoing account management (REQUIRED)
• Strong knowledge of the financial services industry and investment processes
• Proven success in a target-driven environment and ability to work independently in a rapidly evolving environment
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work under pressure, be flexible and meet deadlines
• Bachelor's degree in a related field such as finance, business administration, or economics (or equivalent work experience)

Looking for a great company to work for? Join our rapidly growing team and enjoy a number of exciting benefits! As an employee, you'll enjoy:

• Unlimited Paid Time Off to ensure a healthy work-life balance.
• A generous Bonus program to reward your hard work and dedication.
• Company grant options to share in the company's success and growth.
• The freedom of a Remote work environment, allowing you to work from anywhere while still being part of a dynamic team.
• Company-paid Professional Development opportunities to help you grow and achieve your career goals.
• Comprehensive 100% Medical/Dental/Vision Insurance coverage to keep you and your family healthy and happy.
• A 401 (K) Retirement Plan to help you plan for a secure financial future.

Candidates must be located in one of our main Remote Hub locations: US Based: Miami, FL; New York-Metro; Austin, TX; Los Angeles & Bay Area, CA. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.