Client Success Specialist – Crypto, OTC Trading

• 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

• 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

• 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