Client onboarding analyst

Copper is a technology company focused on digital assets, catering to institutional investors in acquiring, trading, and storing crypto assets securely. Spearheaded by Dmitry Tokarev, a specialist in software and financial engineering, the firm offers a comprehensive range of custody, trading, and settlement solutions to minimize counterparty risk and enhance operational efficiency within digital asset markets.

Central to Copper's services is its cutting-edge Multi-Party Computation (MPC) technology, known for its high standard of secure custody. The company's award-winning custody system is uniquely capable of interfacing with centralized exchanges, DeFi applications, and staking pools without the need to move assets out of custody.

ClearLoop™ is positioned as the industry's first solution addressing the growing challenge of counterparty risk with exchanges, further supporting a complete prime services offering. By reducing settlement times drastically and bolstering security measures, ClearLoop™ is reshaping how asset managers conduct trading activities and asset management.

In addition to leading security certifications, Copper boasts substantial insurance coverage from a highly-rated insurer, positioning it as the preferred partner for institutions seeking robust asset protection.

Department Environment

The Client Onboarding team operates under Copper's Revenue Department, overseeing client onboarding processes from initial contact to go-live stages. This entails collaborating with clients and internal stakeholders to ensure smooth and efficient transitions onto the Copper platform. The team works closely with Sales and Account Management to guarantee clients receive a positive onboarding experience.

Key Responsibilities of the Role

As a member of this team, your responsibilities will include:

• Collaborating with Sales to drive and optimize the pipeline for meeting revenue targets.
• Acting as a primary contact to guide clients through the onboarding journey, from start to handover to the Relationship Management team.
• Coordinating client interactions and involving relevant Copper stakeholders as needed.
• Providing clients with tailored onboarding packages and serving as the main point of contact for all onboarding documentation and issues.
• Working with KYC Operations, Compliance, and Legal teams to finalize AML/KYC due diligence and legal requirements in the onboarding process.
• Participating in weekly calls with internal teams to ensure proper resource allocation, prioritize key clients, and meet go-live deadlines.
• Setting up client accounts on the Copper Platform, including configuring user permissions and commercial coding.
• Introducing clients to the Copper Relationship Management and Technical Account Management teams.
• Maintaining Salesforce client data accuracy for regular reporting.
• Collaborating with the Head of Client Onboarding to identify client onboarding process improvements and trends.
• Working with internal stakeholders to automate and scale the end-to-end onboarding process.

Your Experience, Skills, and Knowledge

To excel in this role, you should possess:

• Previous experience in a Client Onboarding role.
• Experience in KYC is beneficial, with training available for the right candidate.
• Proficiency in Salesforce platform.
• Genuine interest in Crypto, Fintech, and Financial Services sectors.
• Strong presentation skills and confidence in addressing diverse audiences.
• Ability to work collaboratively across different teams and levels within the organization.
• Capacity to influence decision-making and align teams efficiently.

The Benefits Offered

• 27 days of paid holiday per year, in addition to bank holidays.
• Vitality Health benefits including medical and dental insurance, audiology coverage, optical cover, menopause support, and free mental health resources.
• Home Working Energy Support Scheme providing additional monthly energy cost support.
• 10% matched contribution to the company pension scheme.
• Cycle to Work scheme.
• Life Insurance cover equivalent to four times your base salary.
• Employee Assistance Program for confidential mental health consultations and support services.
• Sponsored Learning and Development opportunities.
• Regular company events and social activities.

At Copper, we offer an engaging and challenging role within a rapidly expanding business, with opportunities for career growth in a supportive work environment. We welcome diverse perspectives and backgrounds to ensure our team reflects a broad spectrum of skills and experiences, enhancing our overall work performance. If you believe you possess the skills and qualities we seek, we encourage you to apply for this opportunity. If you have a disability or require assistance during the recruitment process, please notify us, as we are committed to accommodating your needs.