Client Success Specialist – Crypto, OTC Trading

🔥 14 minutes ago

🇪🇺 Europe – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

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Logo of Veta Virtual

Veta Virtual

11 - 50 employees

💼 Consulting

⚖️ Legal

🏥 Healthcare

Consulting • Legal • Healthcare

Veta Virtual is a company specializing in virtual receptionist and virtual assistant services. They provide a range of services including phone answering, inbound and outbound call management, appointment scheduling, and call overflow handling. Their services are designed to convert callers into clients by delivering personalized experiences through dedicated live receptionists. Veta Virtual works across various industries, including legal, accounting, and medical, helping businesses maintain a professional image, improve customer service, and free up internal resources. The company emphasizes human interaction with 100% real human receptionists who integrate seamlessly with existing phone providers, offering a cost-effective solution compared to hiring full-time staff.

📋 Description

• Support day-to-day operations of an over-the-counter cryptocurrency trade desk • Help clients execute cryptocurrency trades by bank wire and ACH transfer • Field inbound calls, texts, and emails from prospective and current clients • Make outbound efforts to assist clients and promote services • Apply company compliance policies and standard operating procedures accurately • Partner with the compliance team to identify and report suspicious activity through internal reporting tickets • Develop and maintain strong relationships with clients and prospects • Educate clients on the platform, wallet usage, Bitcoin, and other cryptocurrency offerings • Guide clients through crypto trade execution from start to finish • Track quarterly performance, including call quality, approved registration ratio, approved-to-trading ratio, and average trades per client • Complete a short two-minute video question as part of the screening process

🎯 Requirements

• 3+ years of experience in customer service or client relations required • Basic knowledge of cryptocurrency preferred • Strong organizational skills and discipline to follow procedures precisely in a regulated environment • Excellent written and verbal communication skills • Understanding of risk controls, policies, and procedures • Creative and analytical thinking, with ability to work with all levels of management • Strong computer proficiency and comfort learning new platforms quickly • Comfort and proficiency using AI tools for client research and day-to-day productivity is a strong plus • Experience with OTC trading, brokerage services, or financial product sales is a bonus • Familiarity with suspicious activity reporting, AML compliance, or regulatory monitoring in financial services is a bonus • Passion for fintech, digital assets, and financial technology is a bonus • Must currently be based in Latin America (LATAM) or Europe • Professional home setup required for remote work

🏖️ Benefits

• Competitive salary in USD, paid consistently every month • Performance based incentives • 15 paid vacation days per year • All U.S. federal holidays • 100% remote work from anywhere in LATAM or Europe • Professional home setup • Fast-paced, high-growth environment at the forefront of the global fintech and cryptocurrency industry • Collaborative, high-trust culture through Veta Virtual and its client

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