Client Experience & Onboarding Specialist

Alt21 Limited

Amsterdam

Hybrid

EUR 42,000 - 56,000

Full time

6 days ago

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Job summary

ALT 21 is seeking a Client Services Executive to manage the operational relationship between our clients and internal Sales, Partnerships, Compliance, Payments, Trading and Operations teams. The successful candidate will help clients progress from registration and onboarding through to their first payment and trade, and will be the first point of contact for routine client, payment and onboarding queries.

This junior-to-mid level role is focused on service delivery, coordination and clear

Qualifications

Excellent client-service and communication skills.
Highly organised, responsive and able to handle multiple requests.
Able to coordinate with clients, partners and internal teams.
Basic understanding of FX products, payments, trading processes and KYC is a plus.

Responsibilities

Assist the client journey from registration through KYC approval, platform setup and first trade.
Contact and follow up with new inbound clients promptly.
Act as the link between clients, partners and the KYC/Compliance team.
Keep clients and partners informed about onboarding progress.
Handle routine payment and settlement queries, escalating when necessary.
Provide basic platform demonstrations and refresher sessions.
Re-engage approved or dormant clients who have not started trading.
Coordinate routine client reporting and operational requests.
Maintain accurate and up-to-date client records in the CRM.
Work closely with Sales, Partnerships, Trading, Compliance and Operations to ensure nothing falls through the gaps.