Own the requirements for each onboarding, tracking every open item to completion.
Coordinate across internal teams to ensure deliverables are on time and escalate risks proactively.
Manage multiple concurrent onboardings and support customer communication, growing into direct ownership.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. Backed by Insight Partners and Andreessen Horowitz, we have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Process KYC requests and support user verification workflows.
Request and review KYC documentation from clients, monitor case status, and manage refund requests.
Communicate clearly with clients and partners to obtain missing information and ensure records are complete.
FYST is a leading fintech company in the payments space, focused on growth and innovation. They have a young, ambitious team that values serious growth, offering real ownership and support.
Serve as a primary liaison between advisory teams and WealthTech platform support teams for daily usage and issue resolution.
Provide baseline training and maintain training materials for advisors on platform navigation and workflows.
Identify areas for platform improvement by analyzing advisor feedback and usage trends.
Focus Partners Wealth provides wealth, asset, and business management resources to clients at every stage of life. With over $180 billion in regulatory assets under management, the company uses research-backed investment strategies to create custom portfolios.