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 forms a core part of Copper’s Operations Department, responsible for managing the full client onboarding lifecycle from initial engagement through to go-live. Acting as the central coordination point, the team works closely with clients and internal stakeholders to ensure a seamless and efficient transition onto the Copper platform.
KEY RESPONSIBILITIES:
• Collaborate closely with the Sales team to monetise the client pipeline and ensure revenue targets are achieved.
• Serve as the primary point of contact throughout the client onboarding lifecycle from initial engagement to handover to the Relationship Management team.
• Schedule and lead client meetings, engaging relevant Copper stakeholders to ensure alignment and timely delivery.
• Provide clients with tailored onboarding documentation and act as the central contact for all onboarding-related queries.
• Partner with KYC Operations, Compliance, and Legal teams to complete AML/KYC checks and legal onboarding requirements.
• Participate in weekly stakeholder calls to communicate pipeline updates, prioritise key accounts, and ensure teams are aligned to meet go-live deadlines.
• Complee the setup of the client account on the Copper Platform including coding commercials and configuring platform user permissions.
• Maintain accurate client records in Salesforce and support the generation of weekly/monthly dashboard reports.
• Partner with the Head of Client Onboarding to identify delays, inefficiencies, and opportunities for process enhancement.
• Contribute to the development of onboarding processes for new Copper products, system integrations, and strategic initiatives.
• Partner with internal stakeholders to identify and drive automation with the end-to-end onboarding process to ensure scalability and the removal of manual touch points.
SKILLS & EXPERIENCE:
Essential
• Experience in a Client Onboarding role within the financial services sector with a strong understanding of the end-to-end onboarding lifecycle.
• Solid working knowledge of AML/KYC regulations and broader financial compliance frameworks.
• Exceptional organisational skills and the ability to manage competing priorities in a fast-paced environment.
• Strong client-facing skills with a track record of building trusted relationships and delivering exceptional service.
Desirable
• Understanding of and genuine interest in Crypto, Fintech and Financial Services.
• Bachelor’s degree or equivalent qualification from a recognised institution.
• Familiarity with Salesforce or similar CRM platforms.
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.
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What We Do
Copper is a digital asset technology company dedicated to helping institutional investors safely acquire, trade and store cryptoassets. Built and led by Dmitry Tokarev, a software and financial engineering specialist, 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 without the assets leaving the custody. 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. For additional information about the company, follow Copper on Twitter @CopperHQ or visit its newsroom at https://copper.co/insights/company-news for the latest company news.