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Form of work Entry Level job opening! Start here and get trained!
Ready to embark on a new career in the exciting FinTech industry? Well, we need your amazing skills!
We are in search of a Client Onboarding Specialist!
This specific opening is for a role that is responsible for opening new accounts for clients, processing transfer documents, and completing status calls with other custodians. This individual also works closely with the agent groups outside of the company, clients, internally, and in conjunction with operational responsibilities, all team members take inbound customer calls during blocked call times to ensure our clients receive excellent client service from their first point of contact. Specialists must be upbeat and enjoy helping both internal and external customers. Client satisfaction is vital to maintaining our company growth and longevity. This individual also needs to have comprehension of company policy and procedures, trust documentation, and fee schedules. Ideal candidates should love working in fast-paced environments.
Why join us:
Well, because we're awesome . Seriously. How many other companies call themselves awesome in their own job ad? Sure, we're humble, but we also needed to get your attention in a sea of a million other ads. We get the job done, we're innovative, rewarding, and challenging. We also won't take you for granted and with our start-up you won't be the tenth employee in the last month working in a department of a hundred. This isn't the place you come to hide, this is the place you come to shine and grow as a team . So, what's not to love?
Who we are:
Bitcoin IRA is an equal opportunity employer that promotes both a work-life balance and a vibrant work environment. In profession, we are a retirement custodian and administrator that specializes in self-directed IRAs with comprehensive trust and escrow services. Our day-to-day culture flows through every individual and is felt in each connection, whether it be internal or external. We pride ourselves in encouraging experiential learning through books, activities, exercises, and incentives to continuously better ourselves and create a world where fun and finance can come together.
What we believe in:
We Are One
Above all, we are one team. We pull up and lift each other up ALWAYS. We have an attitude of gratitude and bring the greatest version of ourselves every day. We grow, but we grow as one.
Find The Yes
We under promise and overdeliver. We are constant innovators and are solutions driven. We are anti-fragile and check our egos at the door.
Speed Wins
We are snipers. We move fast, but with precision. We make decisions, we analyze, test, and repeat. We embrace technology and data to make better decisions along the way and get us to the finish line faster.
Fly Higher
We set the standard of professionalism. We work harder and smarter to be better every day.
We learn from our mistakes.
What you'll get:
Competitive base salary and all the standard benefits you'd expect including generous paid time off (PTO), 401k matching, medical, vision, dental, short-term disability, long-term disability, legal shield, identity theft, pet insurance, and term life insurance options. Plus, we're always on the hunt for new benefits. We actively want to make sure you're taken care of!
What we expect:
We expect you to a be a "solid" human being. Someone who doesn't need to be reminded our handbook includes mutual respect, teamwork, and professional conduct policies. We seek the best. So, working together to uphold our company culture, mission statement, and values comes standard.
Exhibit exceptional customer service skills within company guidelines
Possess a positive attitude, motivation, and ability to learn
Display strong work ethic relative to punctuality, discipline, and a sense of responsibility
Ability to work collaboratively, communicate effectively and display commitment
Have effective communication skills (listening, verbal, and written)
Practice multicultural sensitivity and awareness
Ability to take constructive feedback with adaptability and flexibility
Exercise excellent planning and organizational skills
Demonstrate critical thinking and decision-making abilities
Capable of time and priority management
Embrace conflict resolution and problem-solving skills
Adhere to all standard company guidelines and handbook policies
A willingness to ask for help when needed
What You'll Do
- Answer calls during scheduled call times
- Pick up, open, separate, and prioritize mail
- Sort, scan and log all mail
- Assign mail to appropriate team members for processing
- Process LAAF and Power of Attorney documents
- Update beneficiaries
- Update contact information
- Review releasing custodian statement and verify signed transfer documents
- Create Letter of Acceptance and/or Attestation Letter
- Obtain custodial signature from approved signer and medallion stamp (if required)
- Send transfer requests via fedex/email/fax
- Notate all appropriate systems
- Upload documentation to internal database
- Update tracking spreadsheet
- Notify client of transfer status
- Follow-up with releasing custodians on status of unfunded transfers
- Complete new account reviews
- Review and Verify applications
- Complete a compliance risk assessment on applicant
- Follow-up with Client/Agent for missing/incomplete Items
- Add Client, Beneficiaries, New agent profiles to system
- Open account in system for all account types
- Send Welcome Letter to client
- Upload documentation to internal database
- Verify whether agent is in good standing
What You'll Need
- A passion for working with customers and providing excellent customer service
- Ability to create world-class customer service experiences for all stakeholders
- A strong preference for and an ability to shine in fast-paced working environments
- An interest in working with Retirement Accounts (IRA's, 401ks, Self-Directed IRA, Pension)
- Ability to work well within a team
- Team and individual goal oriented mindset based on individual and team performance, metrics, and KPIs
- A keen eye for attention to detail
- Accuracy in all data entry
- Strong time management skills
- Comfort and experience being in an innovative start-up environment
- A willingness to roll-up your sleeves and get work done
- Excellent written and oral communication skills
- Enthusiasm for our culture. Our culture is unique, and we live by our values.
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