Client Services Associate – Crypto & OTC Trading

Veta Virtual; Puerto Rico; On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive USD salary

100% remote, LATAM/Europe acceptable

Performance-based incentives

15 paid vacation days + US holidays

Job summary

Veta Virtual is seeking a Client Services Associate for a fintech/cryptocurrency client. This remote, relationship-focused role emphasizes delivering a white-glove experience with strong financial fluency.

You will field client inquiries, educate on crypto basics, facilitate trades, and collaborate with compliance to maintain high standards of accuracy and security. The position offers USD compensation and a flexible, international remote work setup.

Qualifications

• 3+ years of experience in customer service or client relations.
• Basic knowledge of cryptocurrency.
• Strong organizational skills with disciplined procedures in regulated environments.
• Excellent written and verbal communication skills.
• Understanding of risk controls, policies, and procedures.

Responsibilities

• Field inbound calls, texts, and emails from clients and perform outbound outreach.
• Follow compliance policies and SOPs to ensure task accuracy.
• Partner with compliance to report suspicious activity.
• Develop and maintain strong client relationships.
• Educate clients on platform basics, wallets, Bitcoin, and crypto offerings.
• Guide clients through crypto trades via bank wire and ACH.
• Track progress metrics like registration, trading ratios, and average trades.

Skills

Customer service

Communication

Attention to detail

Regulatory compliance

Tools

AI tools

Job description

Launch Your Next Successful Chapter with Veta Virtual!

Competitive Base | 100% Remote | OTC Trade Desk | Client Relations Role

Veta Virtual is hiring a Client Services Associate for one of our high growth clients in the fintech and cryptocurrency industry. This is not a routine service desk role. This is a relationship first, client facing position for someone who is financially fluent, detail oriented, and passionate about delivering a white glove experience on an over the counter cryptocurrency trade desk.

Your Role

• Fielding inbound calls, texts, and emails from prospective and current clients, and making outbound efforts to further assist clients and promote our services.
• Using company compliance policies and standard operating procedures to complete tasks accurately and effectively, every time.
• Partnering with the compliance team to identify and report suspicious activity through internal reporting tickets
• Developing and maintaining strong, lasting relationships with clients and prospects.
• Educating clients on the basics of the platform, including wallet walkthroughs, Bitcoin, and other cryptocurrency offerings, in terms that build real understanding and trust.
• Guiding clients through the process of executing crypto trades by bank wire and ACH transfer, ensuring a smooth and confident experience from start to finish.
• Tracking individual progress on a quarterly basis, including call quality, approved registration ratio, approved to trading ratio, and average trades per client.

What You'll Need

• 3+ years of experience in customer service or client relations required.
• Basic knowledge of cryptocurrency preferred.
• Strong organizational skills, with the discipline to follow procedures precisely in a regulated environment.
• Excellent written and verbal communication skills.
• Understanding of risk controls, policies, and procedures.
• Creative and analytical thinking, with the ability to work with all levels of management.
• Strong computer proficiency and comfort learning new platforms quickly.
• Comfort and proficiency using AI tools to support client research and day to day productivity is a strong plus
• Bonus: experience with OTC trading, brokerage services, or financial product sales
• Bonus: familiarity with suspicious activity reporting, AML compliance, or regulatory monitoring in a financial services context.
• Bonus: genuine passion for fintech, digital assets, and the future of financial technology.
• To be considered for this role, you must currently be based in Latin America (LATAM) or Europe.

What We Offer

• Competitive salary in USD, paid consistently every month, no matter where you are.
• Performance based incentives, your results are recognized and rewarded directly.
• 15 paid vacation days per year plus all U.S. federal holidays.
• 100% remote, work from anywhere in LATAM or Europe with a professional home setup.
• A fast paced, high growth environment at the forefront of the global fintech and cryptocurrency industry.
• A collaborative, high trust culture through Veta Virtual and our client, where your judgment and reliability are valued from day one.