Job Specifications
Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services.
Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology - the gold standard in secure custody. Copper's multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody.
Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and enabling customers to trade and settle directly from the safety of their MPC-secured wallets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital.
In addition to industry-leading security certifications, Copper has one of the strongest insurance coverages in the industry from an A+ rated insurer, positioning the firm as the partner of choice for institutions seeking to safeguard their assets.
DEPARTMENT / TEAM PURPOSE:
The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless and efficient onboarding experience for our clients. From initial engagement through to go-live, the team manages the full onboarding lifecycle, ensuring every step is handled with precision and care.
Working closely with both clients and internal stakeholders across Copper, the team coordinates all aspects of the onboarding journey to facilitate a swift and successful transition onto the Copper platform. By partnering with our Sales and Account Management teams, they play a critical role in shaping a positive first impression and laying the foundation for long-term client success.
Role Purpose
As a Client Onboarding Analyst, you'll take full ownership of the end-to-end onboarding process--from initial engagement to platform activation--ensuring speed, accuracy, and compliance throughout. You'll work closely with Sales and Account Management to drive and deliver on the onboarding pipeline, creating a best in class first impression and setting the foundation for long-term client success. Central to your role will be coordinating with Legal, Compliance, and Operations, directly impacting client satisfaction and reinforcing Copper's reputation for operational excellence and client - centric service
Key Responsibilities
End-to-end Client onboarding ownership: Serve as a dedicated point of contact for clients throughout the onboarding lifecycle, guiding them from initial engagement to platform account creation.
Meeting & Stakeholder Coordination: Organise and facilitate client meetings and calls, ensuring the appropriate Copper stakeholders are engaged at each stage of the process.
Pipeline Communication: Participate in weekly client onboarding calls with our sales & legal teams & to communicate progress on client in onboarding, enabling teams to allocate resources effectively and prioritise high-value clients.
Onboarding Documentation: Prepare and distribute onboarding packs, and follow up with clients in relation to documentation/information and related matters.
KYC requirements: Partner closely with the KYC team to accurately communicate KYC requirements to clients.
Process Improvement & Pipeline Management: Collaborate closely with the Head of Client Onboarding to monitor the sales pipeline in Salesforce, identify delays or inefficiencies, and contribute to strategic improvements in the onboarding process.
Reporting & Insights: Support the generation of weekly dashboard reports from Salesforce to provide visibility into onboarding progress and pipeline health.
Client Experience Focus: Builds strong relationships with clients by championing a client-first mindset--ensuring every interaction is professional, responsive, and tailored to their needs, while consistently reinforcing Copper's commitment to long-term partnership and service excellence.
SKILLS & EXPERIENCE:
Essential
Prior professional experience in a client facing onboarding role, within financial services or fintech.
Demonstrates strong organisational skills with the ability to manage multiple priorities simultaneously, proactively identifying and resolving issues to ensure smooth & timely pipeline conversion
Exceptional stakeholder management, working effectively across multiple functions e.g. Compliance, Sales, Legal and Operations teams.
Compliant mindset, understanding the imp
About the Company
Copper a leader in digital asset custody, collateral management, and prime services is dedicated to helping institutional investors safely acquire, trade and store cryptoassets.
Led by Global CEO Amar Kuchinad, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets.
At the heart of Copper's offering is Multi-Party Computation (MPC) technology – the gold standard in secure custody. Copper...
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