Our partner is looking for a Customer Onboarding Specialist based in India.

Are you passionate about customer experience, relationship building, and helping businesses get started successfully This opportunity allows you to play a key role in onboarding new business partners within the fast-growing fintech and cryptocurrency industry. You will serve as the primary point of contact for new partners, guiding them through every step of the onboarding journey, from initial communication and document collection to account verification and final approval. Working closely with Compliance, Sales, Operations, and Customer Success teams, you will ensure that every onboarding process is smooth, accurate, and completed on time. This is an ideal opportunity for a detail-oriented professional who enjoys solving problems, managing processes, and contributing to the growth of an innovative financial technology business.

Collect business information, Know Your Customer (KYC) documentation, ownership details, and other required materials in accordance with internal procedures and compliance standards.

Enter and maintain partner information and documentation within the appropriate CRM platforms and internal systems, ensuring records remain accurate and up to date.

Collaborate with the Compliance team to coordinate document reviews, respond to additional information requests, manage escalations, and follow each case through to final approval.

Work closely with Sales, Operations, and Host Success teams to ensure a seamless transition from initial onboarding to ongoing partner support.

Handle confidential business and personal information responsibly, following established privacy, data protection, and information security procedures.

Track onboarding activity, completion timelines,



outstanding documentation, and case progress to support operational efficiency and reporting.

Use digital and AI-powered tools where appropriate to support research, streamline administrative tasks, and improve daily productivity.

At least 1 year of professional experience in customer onboarding, customer support, account coordination, operations, or a related customer-facing or administrative role.

Strong attention to detail, with practical experience reviewing documents, validating customer information, and maintaining accurate records.

Familiarity with CRM platforms, document management systems, Microsoft Office, and other standard business productivity tools.

High levels of self-motivation, accountability, and independence, with the ability to remain productive and organised in a fully remote working environment.

Customer-oriented mindset, solid interpersonal skills, and a proactive approach to resolving issues and improving the onboarding experience.

Comfort using AI-powered tools to support research, information processing, and everyday productivity is a strong advantage.

Previous experience with Know Your Customer (KYC) procedures, business verification, or customer due diligence is considered a plus.

Experience supporting business customers within financial services, fintech, payment solutions,



or cryptocurrency environments is an additional advantage.

Candidates must currently reside in Latin America (LATAM) or Europe to be eligible for this fully remote opportunity.

Competitive USD Salary: Attractive compensation paid consistently every month, regardless of your location.

- Performance-Based Incentives: Additional financial rewards recognising individual achievements and the quality of your work.
- Paid Annual Leave: 10 days of paid vacation per year.
- Public Holidays: Paid time off on all U.S. federal holidays.
- 100% Remote Work: Work from anywhere in Anywhere, provided you have a professional home-working setup.
- Meaningful Business Impact: Play an essential role in helping recent business partners complete onboarding and successfully launch their operations.
- Professional Growth: Opportunities to develop expertise in customer onboarding, compliance processes, business verification, and financial technology.
- Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. If you would like more information about how your data is processed, please contact us.

📌 Client Onboarding Specialist - Work From Home (India)
🏢 Jobgether
📍 India