Position Summary

In this role, you will provide front-line support to investors and contribute to back-office processes related to Operations. You will process investors through onboarding and KYC/KYB verification, support blockchain wallet interactions, and manage investor relationships throughout the lifecycle.  You will also collaborate with internal teams to ensure accurate record-keeping, transaction processing, and regulatory compliance.

Key Responsibilities

Investor Support & Onboarding

• Guide investors through the onboarding process, including KYC/KYB/AML verification, wallet setup, and platform navigation.
• Respond to investor inquiries regarding onboarding status, required documentation, and platform use.
• Collaborate with compliance and operations teams to resolve KYC/KYB/AML issues quickly and accurately.
  
  

Wallet & Blockchain Support

• Provide technical support for investors connecting wallets (WalletConnect, MetaMask, hardware wallets).
• Assist with troubleshooting wallet connectivity, token transactions, smart contract interactions, and gas fees.
  
  

Transfer Agent Operations

• Support Transfer Agent functions, including maintaining accurate investor records, processing share/token transfers, and managing corporate actions (distributions, redemptions, etc.).
• Collaborate with fund administrators and internal teams to ensure operational accuracy and compliance.

Cross-Team Collaboration

• Work closely with Compliance, Legal, Product, and Engineering teams to optimize the investor experience and maintain regulatory standards.
• Support the Operations team during fund launches, token issuances, and key corporate events.
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Required Skills & Experience

• 1-3 Years Experience with KYC/KYB/AML verification workflows and regulatory compliance requirements.
• 1-3 years of experience in investor support, operations, or client services, preferably in fintech, blockchain, or digital asset environments.
• Nice to have familiarity with blockchain concepts and wallet interactions (WalletConnect, MetaMask, hardware wallets).
• Excellent organizational, analytical, and communication skills.
• Strong customer service orientation and problem-solving mindset.
• Ability to manage multiple priorities in a fast-paced, evolving environment.
  
  

Preferred Qualifications

• Knowledge of KYC tools (Sumsub, idology) and support systems (Zendesk, asana, hubspot).
• Experience supporting tokenized securities, digital asset funds, or blockchain-based financial products.
• Nice to have familiarity with token standards (ERC-20, ERC-721) and blockchain explorers (Etherscan, Polygonscan).
• Prior experience in a regulated financial services or fintech environment is a plus.