Client Services Associate – Crypto & OTC Trading (Remote)

About the role

We are looking for a Client Services Associate to join a fast‑growing fintech and cryptocurrency client. The role is fully remote and focuses on delivering a white‑glove experience for clients using an over‑the‑counter (OTC) crypto trade desk.

Key responsibilities

• Handle inbound calls, texts, and emails from prospective and existing clients and conduct outbound outreach.
• Assist clients in executing crypto trades via bank wire and ACH transfers.
• Apply company compliance policies and SOPs to ensure accurate task completion.
• Partner with the compliance team to report suspicious activity.
• Build and maintain strong relationships with clients and prospects.
• Educate clients on platform basics, wallet usage, and cryptocurrency offerings.
• Track performance metrics such as call quality, registration ratios, and average trades per client.

Required profile

• Minimum 3 years of experience in customer service or client relations.
• Basic knowledge of cryptocurrency and interest in fintech.
• Strong organizational discipline to follow regulated procedures.
• Excellent written and verbal communication skills.
• Understanding of risk controls, policies, and procedures.
• Ability to work with all management levels.

Required skills

• Cryptocurrency knowledge
• OTC trading experience
• AML compliance familiarity

What we offer

• Competitive salary paid in USD
• 100 % remote work environment
• Opportunity to work with a high‑growth fintech client