Client Services Associate – Crypto & OTC Trading

Job description

Launch Your Next Successful Chapter with Veta Virtual! 🚀 💸 Competitive Base | 🌍 100% Remote | 💱 OTC Trade Desk | 🤝 Client Relations Role Veta Virtual is hiring a Client Services Associate for one of our high growth clients in the fintech and cryptocurrency industry. This is not a routine service desk role. This is a relationship first, client facing position for someone who is financially fluent, detail oriented, and passionate about delivering a white glove experience on an over the counter cryptocurrency trade desk. 🔑 Your Role: As a Client Services Associate , you will support the day to day operations of the trade desk, helping clients execute trades by bank wire and ACH transfer, while building relationships with prospective clients and onboarding new ones. You will be a trusted point of contact who makes every client, from a first time crypto buyer to an experienced investor, feel confident and well cared for. Your day to day will involve: Fielding inbound calls, texts, and emails from prospective and current clients, and making outbound efforts to further assist clients and promote our services. Using company compliance policies and standard operating procedures to complete tasks accurately and effectively, every time. Partnering with the compliance team to identify and report suspicious activity through internal reporting tickets Developing and maintaining strong, lasting relationships with clients and prospects. Educating clients on the basics of the platform, including wallet walkthroughs, Bitcoin, and other cryptocurrency offerings, in terms that build real understanding and trust. Guiding clients through the process of executing crypto trades by bank wire and ACH transfer, ensuring a smooth and confident experience from start to finish. Tracking individual progress on a quarterly basis, including call quality, approved registration ratio, approved to trading ratio, and average trades per client. ✅ What You'll Need: 3+ years of experience in customer service or client relations required. Basic knowledge of cryptocurrency preferred. Strong organizational skills, with the 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 the ability to work with all levels of management. Strong computer proficiency and comfort learning new platforms quickly. Comfort and proficiency using AI tools to support client research and day to day productivity is a strong plus Bonus: experience with OTC trading, brokerage services, or financial product sales Bonus: familiarity with suspicious activity reporting, AML compliance, or regulatory monitoring in a financial services context. Bonus: genuine passion for fintech, digital assets, and the future of financial technology. To be considered for this role, you must currently be based in Latin America (LATAM) or Europe. 💼 What We Offer: 💸 Competitive salary in USD, paid consistently every month, no matter where you are. 📈 Performance based incentives, your results are recognized and rewarded directly. 🌴 15 paid vacation days per year plus all U.S. federal holidays. 💻 100% remote, work from anywhere in LATAM or Europe with a professional home setup. 🚀 A fast paced, high growth environment at the forefront of the global fintech and cryptocurrency industry. 🤝 A collaborative, high trust culture through Veta Virtual and our client, where your judgment and reliability are valued from day one. Ready to Apply? If you are ready to build strong client relationships and grow with a team at the leading edge of crypto and fintech, apply now and launch your next chapter with Veta Virtual. Once you apply, you will be invited to complete a short two minute video question as part of our screening process. It is your first opportunity to show us your communication style and what makes you the right person for this role. We can't wait to meet you!