• A general understanding of anti-money laundering concepts, and why they’re important
• An excellent knowledge of institutional client onboarding, lifecycles, and structures
• An intermediate knowledge of crypto, and strong desire to improve knowledge
• The ability to operate in a fast-paced environment with autonomy
• The ability to face off directly with top tier clients and internal stakeholders to reach resolution
• The ability to work collaboratively with Sales & RMs throughout the client lifecycle
• Experience working with customers to address and resolve questions or challenges

Desirable

• As a CXM Team Lead, you are responsible for delivering unparalleled white glove service to our institutional clients throughout the onboarding process and on-going account management activities
• In this role, you are responsible for ensuring an excellent onboarding experience and providing attentive care to our clients by responding to their inquiries in a timely and thoughtful manner and managing their transactions in a risk conscious way
• Apply professional expertise and provide technical knowledge to less experienced team members
• Apply concepts, knowledge and implements Anchorage policies and procedures to resolve a variety of issues
• Apply judgment in selecting methods and techniques for obtaining solutions with limited information, and evaluate the right course of action
• Work autonomously, define priorities under broad direction and applies problem solving skills. Work review is only required at critical points
• Be directly responsible for the entire lifecycle of a project, process or task, including planning and design, execution, and deployment
• Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors
• Normally receive little instruction on day-to-day work and general instructions on new assignments
• Participate in the hiring process by submitting referrals, conducting interviews, meeting candidates, attending recruiting events or presenting externally
• Be aware of the strategy of Anchorage and be involved in defining the planning and goals of the team
• Understand how the company’s priorities relate to their own area of work, and clearly communicate the ‘why’ behind the work
• Listen and speak properly with other team members, be able to clearly communicate the status of work and proactively share information that impacts other colleagues, manager, and team managers or leads
• Contribute actively to team activities and be a team player
• Build productive internal and external working relationships