The Role
At Swan, we are committed to building the best experience for onboarding Corporate and Retirement accounts. We are looking for someone who is a servant leader with excellent customer service skills that wants to help individuals, corporates and trusts become Swan Clients.
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.
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
Apply now and work remotely at Swan Bitcoin