Crypto Client Services



  • Working for a crypto exchange since 2019 and wants to join a company with more stability.

  • Strong believer in providing great customer service and transparency.

  • Prior financial services experience and always puts the customer first.

  • Wants to work in an environment with clear communication. Comfortable onboarding clients and knowledgable about KYC/AML.

  • Has a “get things done” attitude and their superpower is being proactive vs reactive when addressing customer concerns.

  • Has a strong understanding of crypto and can relate to both retail & institutional clients.

  • Series 3 certified

  • 2+ years of experience in crypto

  • Experience managing and onboarding institutional partners

  • Creating SOPs for client onboarding and team training  


Confidential Crypto Exchange | Chicago, IL | February 2019 – March 2020 asked back October 2020 to present

Manager Client Services –Recruited to join newly established Crypto Currency Exchange

· Facilitated the on boarding of new clearing members including FCM, Professional Traders and retail clients

· Established Standard Operating Procedures for both On boarding and Client Services

· Trained staff in policies and procedures

Confidential International Financial Services| Chicago, IL | 2010-February 2019

Director, Global Execution Services

· Created/assembled appropriate marketing information to solicit new clients

· Advised clientele on ETrading offering, vendor solutions and industry trends

· Communicated extensively regarding potential costs so business can be priced correctly (new exchanges, data fees etc) in accordance with volume and client needs)

· Monitored the group’s daily volumes for senior management review and client profitability

· Worked closely with KYC division and on boarding teams to ensure compliance and accuracy for new accounts

Confidential Wealth Management | Chicago, IL |  2000-2010

Vice President, Futures Client Services, 2007-2010

· Managed team of 4 client service representatives for clients

· Successfully transitioned over 300 accounts

· Integrated the moving over B of A clients onto their platform; assisted brokerage dept in give up billing recon process

Assistant Vice President, Project Manager, 2005-2007

· Developed and implemented Business Continuity Plan (BCP) for Disaster Recover

· Six Sigma Black Belt Trained; obtained client connectivity for DMA

· Point person with the CME for clients DMA access

Assistant Vice President, Futures Client Services, 2000-2005

· Oversaw and managed 9 Customer Service Representatives for Institutional clients

· Developed and implemented procedures for new Customer Service Department

· Transitioned over 1,000 accounts from our New Jersey office smoothly and efficiently

· Trained new customer service representatives

· Initiated interdepartmental meetings between the Margin and the Collateral departments to strengthen teamwork

· Assisted customers in establishing automated reconciliations