Proven track record of working in various roles within a Bank/Fintech, Financial and Cryptocurrency Industries.
Deep understanding on Banking and Financial Services operations, stock market, and Cryptocurrency Trading Platform
High standards in professionalism and customer service best practices : Live Chat, Phone and
Knowledgeable in Microsoft Office Programs, and Business apps, Salesforce,
Zendesk, Slack, Hubspot, Jira, CRM, Enterprise,
Good team player with excellent written and verbal communication skills Can work with minimum supervision
Experience: 10+ years
While on WFH or remote job (almost 7 years), email communication is always must and live chat support. Communicates to the Client / Customers via email (Zendesk). Also, while on the office based jobs, one of the means of communication for immediate resolution is via email.
Experience: Less than 6 months
Been in the Financial and Cryptocurrency Industry for almost a decade, and I have been into Chat Support to resolve Clients concern real time. Knowledge on proper chat handing and ethics.
Experience: 5 - 10 years
Been in the Bank and Financial Industry for almost a decade. One of the most critical decisions is approve / deny claims and disputes, so it is important to be able to identify fraud trends and fraud related issues to make proper decision or action
Experience: Less than 6 months
Reviewed and verified client onboarding documents and communicated status updates or additional requirements. Performed detailed KYC verification, including manual reviews for complex or high-risk cases. Ensured accuracy across automated and manual onboarding workflows. Identified suspicious or fraudulent documentation and escalated cases to Compliance and Fraud teams.
Experience: 2 - 5 years
I have been a Client Manager for Corporate Accounts, (For ETRADE helping with software issues and data replication on US Client's Equity Compensation Plans
Experience: Less than 6 months
Been in the trading or Cryptocurrency Industry for 7 years. I had the chance to trade cryptocurrencies, understanding the profits, losses and margins
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