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Client Experience Team Lead, Wealth and Asset Managers

10 hours ago

  • usaUnited States
  • usaFull-Time - Remote
  • usaClient Experience
  • usaRemote
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**Overview:** - Client Experience Team Lead role at Anchorage Digital, a leading digital asset platform for institutions. - Responsible for delivering exceptional service during client onboarding and ongoing account management. - Acts as a thought partner and builder for internal teams, focusing on service model development and client workflow enhancement. **Key Responsibilities:** - Ensure a high-quality onboarding experience for clients. - Manage client transactions with a risk-conscious approach. - Serve as an advocate for clients internally. - Collaborate with various teams to enhance client workflows and processes. - Support client interactions across multiple teams. - Resolve client issues proactively and swiftly. - Contribute to the development and refinement of service models and platforms. - Perform independent research and engage subject matter experts as needed. - Communicate complex client use-cases to inform roadmap and prioritization. **Requirements/Skills/Qualifications:** - General understanding of blockchains, crypto industry, and Anchorage Digital’s product suite. - Excellent understanding of KYC, contracts, and operational flows within a bank. - Proven experience in client-facing roles, specifically with independent investment advisors and/or wealth and asset managers. - Curiosity and knowledge of crypto with a strong desire to improve. - Ability to work collaboratively and effectively communicate with clients and stakeholders. - Minimum 5 years of experience in client service or relationship management. - Proactive, open-minded, and constantly seeking ways to improve the client experience. - Emotional connection to the soundtrack of Hamilton, if applicable. **Compensation & Benefits:** - Not specified in the provided text. **About Anchorage Digital:** - Anchorage Digital is committed to building the future of finance by providing a foundation for safe participation in the digital asset ecosystem. - The company values diversity, inclusivity, and equal employment opportunity. - Anchorage Digital is an Equal Opportunity Employer and considers qualified applicants regardless of criminal histories. - The company has a strong commitment to privacy and maintains the trust of clients handling personal or financial information. - Offers a comprehensive privacy policy notice. (Note: Compensation details and specific benefits were not provided in the original text and thus are not included in this summary.)
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Anchorage Digital

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