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Customer Relations

  • Location: New York City, NY
  • Job Type: Direct Placement
  • Ref No: 21-05619
  • Date: October 06, 2021
  • Job title:

Job Description - Customer Relations

This position will be responsible for assisting with the design, deployment, and continuous improvement of our customer experience and operations frameworks across the client’s platform.


  • As a key member of the Platform Operations team, you will provide Client’s customers with exceptional customer service through our established inbound and outbound channels.
  • Provide operational support to our compliance team by assisting with AML due diligence reviews of transactions.
  • Provide operational support to brokerage and trading teams by assisting with transaction reviews and approvals, onboarding, and related processes.
  • Collaborate with colleagues to manage the day-to-day configuration, support, maintenance, and improvement of our CX platforms, especially within Zendesk.
  • Actively engage colleagues to promote a culture of continuous improvement within our customer service and operations functions.
  • Assist with the development and implementation of processes and procedures.
  • Monitor and ensure adherence to all customer transaction processing SLA’s.


  • Have your Client Series 7, Series 63, or other applicable financial industry certifications/licenses.
  • Have 2+ years of experience working in a front-line customer service role at a broker-dealer, bank, or trading platform.
  • Have 2+ years of experience working in an operational or finance role at a broker-dealer, bank or FinTech.
  • Are a great communicator and can navigate external and internal stakeholder requests.
  • You have 1 or more years of experience working at a bank or broker dealer in a supervisory operational role.
  • You have at least 1 year of experience working directly at a cryptocurrency, digital asset, bank, or fintech company.
  • Bi-lingual in Japanese is a plus.

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