Senior Client Onboarding Specialist
Copper
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 senior Client Onboarding Specialist, you will lead the delivery of a best-in-class onboarding experience for our clients, ensuring a smooth transition from initial engagement through to platform activation. You will take ownership of complex onboards, strategic project initiatives, and drive continuous improvement across onboarding processes and client touchpoints.
This role demands a strong blend of operational expertise, stakeholder management, and strategic thinking. You will collaborate closely with Sales, Relationship Management, Legal, Compliance, and Technology teams to ensure onboarding is executed efficiently, securely, and in alignment with Copper’s high standards.
KEY RESPONSIBILITIES:
• End-to-End Client Onboarding Ownership - Act as the primary point of contact throughout the onboarding lifecycle, from initial engagement to handover to the Relationship Management team, ensuring a consistent best in class client experience
• Pipeline Monetisation & Sales Alignment - Collaborate closely with the Sales team to monetise the client pipeline, ensuring onboarding activities support revenue targets and commercial outcomes.
• Meeting Leadership & Stakeholder Engagement- Schedule and lead client meetings, coordinating with relevant Copper stakeholders to ensure alignment, timely delivery, and resolution of onboarding dependencies, ensuring clarity and responsiveness.
• Regulatory and legal Coordination - Partner with KYC Operations and Compliance teams to support AML/KYC checks and fulfil all legal onboarding requirements in line with regulatory standards. Partner with legal teams to track & prioritise client negotiations in line with overall onboarding progress
• Pipeline Communication & Prioritisation – Lead weekly stakeholder calls communicating pipeline updates, prioritise key accounts, and ensure internal teams are resourced to meet go-live deadlines.
• CRM Management & Reporting - Maintain accurate client records in Salesforce and support the generation of weekly and monthly dashboard reports to track onboarding performance and pipeline health.
• Platform Configuration & Account Setup - Complete the setup of client accounts on the Copper platform.
• Process Optimisation & Strategic Input - Partner with the Head of Client Onboarding to identify delays, inefficiencies, and opportunities for process enhancement, contributing to the evolution of Copper’s onboarding framework.
• Product & Integration Enablement - Support the development of onboarding processes for new Copper products, system integrations, and strategic initiatives, ensuring readiness and scalability.
SKILLS & EXPERIENCE
Essential
• Proven experience in Client facing Onboarding within the financial services or fintech sector, with deep expertise across the full onboarding lifecycle
• Proven track record of working closely with Sales, Compliance, Legal, Operations, and Technology teams to streamline onboarding.
• Led or contributed to projects aimed at reducing onboarding time, improving data accuracy, and enhancing client satisfaction.
• Experience identifying onboarding risks and escalating issues appropriately to mitigate regulatory or reputational exposure.
• Sound understanding of AML/KYC regulations and wider financial compliance frameworks, ensuring robust risk management and regulatory adherence.
• Exceptionally organised and able to manage competing priorities in fast-paced, high-pressure environments—consistently delivering accurate, timely results with a calm and structured approach
• Exceptional interpersonal and client-facing skills, with a strong record of cultivating relationships and providing outstanding service that exceeds expectations.
• Familiar with CRM tools (preferably salesforce) onboarding platforms, and document management systems.
• Demonstrated interest in crypto, fintech, and broader financial services, with a desire to stay informed on industry trends
Desirable
• Professional experience working within Crypto
• Bachelor’s degree or equivalent qualification from a recognised institution.
• Understanding of UK, US, and Swiss AML, as well as Financial Crime Regulation
THE BENEFITS OFFERED
In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment.
- Paid Time Off - A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service.
- Comprehensive Medical Insurance - Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded
- Life Insurance
- Enhanced Pension Contributions - Includes an enhanced employer matching contribution
- 24/7 Employee Assistance Programme (EAP)
If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.
Copper is an equal opportunity employer. We embrace diversity and equal opportunities in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. So, bring us your experience, perspectives, and skills. It is in our differences that we will continue to grow and ensure Copper is transforming how institutional investors engage with digital assets. Copper is a Disability Confident Employer, please let us know if you have a disability. If you require us to provide any assistance during the recruitment process, then we would ask you to highlight this to us and we will be happy to accommodate.
