Client Support / Onboarding

About the Client:

The client is an asset-first investment platform focused on capital protection and structured asset allocation. Through a Bucket Model, investors participate in stable assets that form a protective base, from which capital is allocated to startups, entrepreneurs, and operational projects. The client emphasizes sustainable growth, disciplined asset structuring, and long-term value creation.

About the Role:

The Client Support / Onboarding professional is responsible for ensuring a smooth onboarding experience for clients and investors. This role supports operational execution by managing documentation, coordinating onboarding steps, and serving as a key point of contact during early-stage client engagement.

Key Responsibilities:

• Manage client and investor onboarding processes
• Collect, review, and organize required documentation
• Coordinate onboarding steps with internal operational teams
• Provide operational follow-up and status updates
• Ensure onboarding records are complete and properly maintained

Qualifications:

• Experience in client support, onboarding, or administrative roles
• Strong organizational and follow-up skills
• Clear written and verbal communication
• Attention to detail and ability to manage multiple onboarding cases
• Comfort working in a structured, process-driven environment