Investor Onboarding Support Analyst
Securitize
Who is Securitize
Securitize, the leader in tokenizing real-world assets with $3.7B+ AUM (as of May 5, 2025), is
bringing the world on-chain through tokenized funds in partnership with top-tier asset managers,
such as Apollo, BlackRock, Hamilton Lane, KKR, and others. Securitize, through its
subsidiaries, is a SEC-registered broker dealer, digital transfer agent, fund administrator, and
operator of a SEC-regulated Alternative Trading System (ATS).
Securitize is a global, fully remote team consisting of top talent from the blockchain and
financial services industries. Having raised $170M overall to date, we are backed by some of the
largest names in finance and technology, including BlackRock, Morgan Stanley, Blockchain
Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander, Coinbase,
among others. Securitize has also been recognized as a 2025 Forbes Top 50 Fintech company.
Before applying, we encourage you to visit us to learn more:
Website | X/Twitter | LinkedIn
We are seeking a licensed Investor Onboarding Specialist to join our team and be responsible for guiding our investors through the account opening process and ensuring a smooth and efficient onboarding experience. The ideal candidate should have excellent communication and analytical skills, be self-motivated and able to work independently, and have a strong desire to contribute to the success of our startup.
Responsibilities:
- Contact clients daily via phone, text, or email to assist with account open processes, including KYC, accreditation, and broker-dealer account open
- Proactively identify and resolve any issues or discrepancies in KYB documentation, collaborating with internal teams and investors to ensure timely resolution.
- Respond to client inquiries and coordinate with relevant internal parties as needed
- Onboard high networth clients and entities to the platform and provide white glove guidance through guide the process
- Monitor payment activity and assist with ad hoc tasks and research as needed
- Build strong relationships with clients and monitor customer satisfaction levels
- Update onboarding processes and procedures and develop new training materials as needed
- Follow up with clients to ensure timely completion of required documentation
- Maintain accurate and up-to-date client information in the database
- Facilitate resolution of client issues and escalate to relevant parties as needed
- Identify areas for improvement in the onboarding process and make recommendations
- Attend client meetings and presentations as needed
- Collaborate with the sales team to meet client acquisition and retention goals
- Provide support for other team members as needed
Requirements:
- Must have at least 5+ years experience in financial services industry and investment processes
- Must have Series 7 license
- Must have experience onboarding investors and ongoing account management (REQUIRED)
- Strong knowledge of the financial services industry and investment processes
- Proven success in a target-driven environment and ability to work independently in a rapidly evolving environment
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work under pressure, be flexible and meet deadlines
- Bachelor's degree in a related field such as finance, business administration, or economics (or equivalent work experience)
Looking for a great company to work for? Join our rapidly growing team and enjoy a number of exciting benefits! As an employee, you'll enjoy:
- Unlimited Paid Time Off to ensure a healthy work-life balance.
- Company grant options to share in the company's success and growth.
- The freedom of a Remote work environment, allowing you to work from anywhere while still being part of a dynamic team.
- Company-paid Professional Development opportunities to help you grow and achieve your career goals.
- Comprehensive 100% Medical/Dental/Vision Insurance coverage to keep you and your family healthy and happy.
- A 401 (K) Retirement Plan to help you plan for a secure financial future.