Onboarding Specialist, Prometheum
$85-115k
Office located in NYC, NY
Market ecosystem for digital asset securities
Open for applications
Market ecosystem for digital asset securities
21-100 employees
Open for applications
$85-115k
Office located in NYC, NY
21-100 employees
Company mission
To provide market access for investors of all types to digital asset securities through our SEC-registered broker dealers, Prometheum Capital and Prometheum ATS.
Role
Who you are
- Bachelor's degree or equivalent experience in a related field
- 3 years + of onboarding experience
- Extreme attention to detail and accuracy required
- Extensive client relationship support experience
- Thorough knowledge of brokerage/financial services industry, market mechanics, trading operations, audit, compliance, and general regulatory developments
- Ability to thrive in a fast-paced environment and work effectively under pressure
- Excellent verbal and written communication skills with both technical and non-technical stakeholders
- Self-motivation and prioritization skills to meet business deadlines
- SIE or 63 & Series 7 required, Series 99 or 24 preferred
What the job involves
- Understand and be able to relay to customers the onboarding process, aid customers in onboarding
- Approve accounts
- Responsible for signoff on account opening (after Compliance completes KYC/AML/DD review)
- Determine whether the customer meets accredited investor, qualified purchaser or QIB status
- Aid in account closings
- Investigate and resolve issues
- General support of all traded products
- Assisting with projects the team is working on
- Focuses on continuous process improvement
- Develop client relationships and provide first class service across the onboarding life cycle
- Tap into your investigative skills to find answers to client queries and solutions for client issues that arise
- Analyze and improve processes and procedures with an eye for reducing risk and eliminating repetitive effort
- Help influence client behavior to achieve superior operational and client service outcomes
- Effectively communicate with various stakeholders to ensure timely resolutions to any issues reported
- Participate and contribute to the various strategic initiatives; keep improving and evolving processes and business architecture
- Build an in-depth understanding of all trading structures from both a financial and operational perspective
- Maintain client records
- Share customer feedback across functions
- Escalate red flags, suspicious activity, and trends to the compliance team
Our take
Digital assets are becoming a key playart of the financial market, with products like stocks and bonds now being issues and transferred on blockchain technology. As this market grows, there's a newed for a new platform that blends traditional finance with digital assets, and Prometheum is stepping in to fill that gap.
Prometheum offers a secure, regulated platform for trading and storing digital asset securities. Its SEC-registered services ensure institutions can safely manage digital assets like Ethereum, while complying with federal laws, bridging the traditional finance world with the emerging digital asset space.
In an exciting move, the company recently raised substantial funding, which will help it continue expanding its offerings in 2025. With its future thinking services and strong financial backing, the company is sure set for growth and is ready to help shape the future of digital asset markets.
Freddie
Company Specialist at Welcome to the Jungle
Insights
32% employee growth in 12 months
Company
Company benefits
- Health, dental, vision, disability, and life insurance
- 401k plan
- Competitive vacation time
- Time off for observed federal holidays
- Paid sick days
- Stock options
Company HQ
Financial District, New York, NY
Articles
Leadership
Benjamin Kaplan
(Co-Founder & Co-CEO)Previously a Partner at Gusrae Kaplan Nussbaum PLLC, a legal services provider for financial services-based clientele, and a Director at Mystro, an automation and aggregation app.
Aaron Kaplan
(Co-FOunder & Co-CEO)Previous a Partner at legal services provider Gusrae Kaplan Nussbaum PLLC. Founded and co-founded fintech startups Coincross, EquityArcade, and Deckbound.
Salary benchmarks
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