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  • Establishing effective communication with clients
  • Helping clients understand the platform and supporting them throughout the process of making a deposit
  • Assisting clients via various communication channels (phone, WhatsApp, platform chat, email, push notifications)

Communication Negotiation Interpersonal

18 jobs similar to Onboarding/Customer support specialist

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  • Own user interactions through various support channels.
  • Master trading platforms and internal tools.
  • Troubleshoot inquiries and educate traders.

Topstep is an engaging working environment which ranges from fully remote to hybrid fostering a culture of collaboration with cameras on during meetings.

  • Answer inbound Voice calls with friendly, professional service and drive quick, accurate resolutions.
  • Clarify client goals, provide education on Kraken products/services, and guide funding, trading, and other account activities.
  • Advocate for an improved client experience by submitting detailed, thoughtful feedback to product and CX feedback channels.

Kraken is a mission-focused company rooted in crypto values that aims to accelerate the global adoption of crypto, so that everyone can achieve financial freedom.

  • Own trader interactions through live chat, phone calls, and Discord.
  • Master trading platforms, internal tools, and proprietary systems.
  • Educate traders in their understanding of how Topstep works.

Topstep drives user satisfaction, which is mentioned repeatedly as a reason our users would refer our company to others.

Handle high volume live chat and other online tools. Provide accurate, valid and comprehensive information. Manage complaints, provide proper solutions and options within the time limits; follow up to secure resolution.

Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users.

  • Own the end-to-end customer journey across evaluation services.
  • Define and execute product strategies that improve onboarding and overall satisfaction.
  • Build and maintain a roadmap focused on acquisition conversion, retention, and customer success.

At My Funded Futures, we’re transforming the world of proprietary trading by giving traders the capital, tools, and community they need to succeed.

  • Acquire and develop trust relationships with major clients.
  • Expand relationships with existing customers through communication and understanding of their needs.
  • Analyze user behavior and provide optimal customer service solutions.

Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users.

$60,320–$68,640/hr
US

The role is the first line of support for clients and investors for all things Figure Markets. Act as a bridge between customers and internal teams to address any concerns and to ensure customer satisfaction. Provide technical support and troubleshooting, triage and route the identification of technical bugs, and track until resolved.

Figure is transforming capital markets through blockchain, combining transparency and efficiency with AI-driven automation to reimagine loan origination and trading.

Philippines

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

US

  • Ensure seamless onboarding, transition, and conversion experience for financial services clients.
  • Manage data migration, system setup, and documentation.
  • Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

$50,000–$75,000/yr
Unlimited PTO

  • Serve as a primary point of contact for onboarding new customers and managing complex cap table migrations.
  • Support clients in implementing and administering equity plans (option pools, RSUs, ESPPs).
  • Investigate complex issues spanning data integrity, platform functionality, and integrations, and collaborate with various teams to resolve technical challenges.

Pulley's mission is to make it easier for anyone to start a company by providing cap table management tools to better understand and optimize their equity.

EMEA

Act as the primary point of contact for B2B clients, ensuring they achieve success and satisfaction with their platform experience. Manage the full customer lifecycle—from onboarding and activation to expansion and renewal. Collaborate with cross-functional teams to drive adoption, optimize processes, and align platform capabilities with client goals.

This position is posted by Jobgether on behalf of a partner company and uses an AI-powered matching process to ensure your application is reviewed quickly.

$69,000–$107,000/yr
US

  • Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
  • Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
  • Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

$44,803–$44,803/hr
US

The role primarily involves assisting users with Clair, acting as the first line of support via phone, text, and email. You will become a product expert, deeply understanding Clair's signup process and wage advance products. You will work with a team invested in the users and mission.

At Clair, they are on a mission to create financial freedom for America's workers by giving them a digital banking platform.

North America 4w PTO

Own elevated client experience processes including design, project management and implementation. Empower a motivated team of client experience associates and team leads to deliver an amazing client experience. Act as the subject matter expert for your assigned client experiences and work to continuously improve the employee and client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.

Unlimited PTO

  • Troubleshoot and respond to inquiries from our customers, primarily through chat but also over calls
  • Constantly increase your Mangomint product and industry knowledge so you can provide expert-level answers and support
  • Collaborate with different teams to identify and resolve technical issues reported by customers

Mangomint is a fast-growing SaaS company on a mission to make every salon and spa more profitable. They are a fully remote, fun, and ambitious team and get together every few months in person.

Support the Client Experience organization by measuring and analyzing client sentiment across support and digital channels. Own client experience measurement programs end to end, including NPS and other surveys, from analysis through insight generation to support data-informed decision-making. Build clear, compelling insights and narratives by synthesizing complex datasets into actionable recommendations for leadership and cross-functional partners.

Kraken is a mission-focused company rooted in crypto values that aims to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion.

Thailand

  • Lead, coach, and manage a team of Business Development Managers.
  • Drive acquisition of high-value Introducing Brokers (IBs), affiliates, and institutional clients.
  • Define and implement regional and global business development strategies.

Jobgether leverages AI-powered matching to ensure quick, objective, and fair application reviews, identifying top candidates for partner companies. They streamline the hiring process, allowing internal teams to manage final decisions and next steps efficiently.

  • Act as a mentor and thought leader across Kraken Pro platform.
  • Innovate and lead Pro Exchange pod, defining and owning the long-term product strategy and roadmap for trading capabilities.
  • Collaborate with engineering, design, operations, and cross-functional teams to deliver new features, functionalities, enhancements.

Kraken is a mission-focused company rooted in crypto values, aiming to accelerate the global adoption of crypto for financial freedom and inclusion.