Open positions

The Vacancy

We are looking for a Client Success Officer!

If you like people and the financial markets (traditional and digital assets) we have the perfect opportunity for you!

Join our team of SUPERSTARS and enjoy a professional and rewarding work atmosphere at a company that puts an emphasis on professional standards while keeping the workplace lively!

Responsibilities
  • Providing extraordinary service level aligned with the company’s culture and values
  • Addressing the concerns of investors in reference to their existing or future investment with our clients
  • Dealing with the day-to-day needs of our clients’ investors and ensure they have a positive experience
  • Liaising between potential investors, our clients and their administrators with regard of the onboarding process
  • Update CRM and other ERP systems in real time
  • Data mining over service-related topics including clients and provide insights and risk assessment
  • Maintain meticulous records of the company with respect to agreements, third party contracts, process documents, KYC information, etc.
  • Assist with account opening with respect to third party suppliers (banks, custodians, etc.)
  • Coordinate services for new and existing funds with a professional timely result driven approach
  • Set video calls and deal with other office administrative tasks
  • Administrate the relationship with the company’s providers and clients

Requirements

  • Outstanding communication skills (verbal and written)
  • English as mother tongue. Additional languages will be considered an advantage.
  • Detail orientated, able to create daily and weekly reports on Investors’ status and requests
  • Understanding of the financial and Crypto markets
  • Experience in Client Relationship Management and CRM systems
  • Good knowledge of Fund regulatory requirements
  • Self-driven attitude for meeting targets and deadlines
  • Ability to multitask, self-manage workload and work under pressure
  • Excellent team player
Benefits
  • Excellent work environment
  • Attractive remuneration package depending in experience and qualifications
  • Possibilities for internal growth

Apply for this position




    Location

    Gibraltar

    Seniority level

    Officer

    Employment type

    Permanent, Full time

    Job function

    Client Services. Administrative, and General Business

    Open positions

    Discription

    We are looking for a volunteer to help us shape the venture from the financial aspect. At present we are all working on a voluntary basis and planning to become a sustainable company in the future. The role is very flexible and would suit an experienced person who enjoys organising. planning and looking after accounts. within a creative setting.

    Responsibilities
    Tasks will include: Meetings with the art director and community leader to discuss budgeting and process and funding applications.This role can be carried out remotely. This is a voluntary role that can become a job for an individual (or job share) in the future.
    Qualifications
    Skills needed include administration, accountancy and fundraising. This is a great opportunity to offer skills to the community, meet new interesting people, have fun and have an important impact in changing our society for the better.
    Benefits
    We will budget to pay for expenses including any travelling and refreshments when needed. Benefits for the volunteer include exposure to creative events, discounts on purchases, free membership, expenses paid, if travel is needed.

    Location

    Gibraltar

    Seniority level

    Director

    Employment type

    Temporary

    Job function

    Accounting/Auditing. Administrative, and General Business

    Apply for this position