Client Services Specialist, Prime

Bitgo
New York +1 more
On-site

Who this role is best for

Strong fit for candidates with middle or back-office experience in financial services who can manage trade workflows and collaborate across teams.

Best fit for

  • Individuals who have experience managing and interacting with clients and can translate that into operational support
    — “Experience managing and interacting with clients is a plus”
  • Professionals with hands-on Excel or Google Sheets experience and a passion for digital asset industry trends
    — “Hands-on Excel or Google Sheets experience; macro programming exposure is a plus”

Things to consider

  • The role demands a high level of attention to detail and organizational skills in managing complex workflows
    — “Incredible attention to detail and organizational skills”
  • Candidates should be prepared to work in a dynamic start-up environment with competing priorities
    — “Comfortably manage competing priorities in a fast-moving, dynamic start-up environment”

How to stand out

  • Highlight your ability to identify process gaps and implement automation in your resume and interview responses
    — “Lead process improvements, identify gaps, recommend improvements and automation”
  • Demonstrate your analytical skills with examples of managing asset flows or financial procedures
    — “Strong analytical skills and ability to understand assets flows and procedures”
  • Emphasize your experience in both traditional and crypto-finance environments, if applicable
    — “extensive backgrounds in traditional and crypto-finance”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • manage trade and settlement workflows
  • collaborate with Prime’s business team
  • lead process improvements
  • produce daily, weekly and monthly reporting
  • assist with on-boarding new counterparties
Typical background
experience in digital asset financial servicesbackground in traditional and crypto-finance

Skills & requirements

Required

Trade And Settlement WorkflowsAsset TransfersReporting And ReconciliationProcess ImprovementsClient Onboarding

Preferred

Operational ControlsDocument Policies And ProceduresCollaboration With Product/engineering Team

Stack & domain

Trade And Settlement WorkflowsAsset TransfersReporting And ReconciliationFundingProcess ImprovementsTestingReportingOn-boardingOperational RisksControlsPolicies And ProceduresProduct And Service ImprovementsLeadershipCommunicationDigital AssetFinanceTradingFinancing

About the role

Original posting from Bitgo via Greenhouse

BitGo (NYSE: BTGO) is the digital asset infrastructure company delivering custody, wallets, staking, trading, financing, stablecoins, and settlement services from regulated cold storage. Since 2013, BitGo has focused on accelerating the transition of the financial system to a digital asset economy. BitGo maintains a global presence and multiple regulated entities, including BitGo Bank & Trust, National Association, the first federally chartered digital asset trust bank owned by a publicly traded company. Today, BitGo serves thousands of institutions, including many of the industry's top brands, financial institutions, exchanges, and platforms, and millions of investors worldwide. For more information, visit www.bitgo.com.

BitGo is the leader in digital asset financial services, providing institutional investors with liquidity, custody, and security solutions. Founded in 2013, BitGo pioneered the multi-signature wallet and is the first digital asset company to focus exclusively on serving institutional clients.  Active in both centralized and decentralized finance, BitGo offers market leading trading, lending, and borrowing services through its prime brokerage services and acts as the custodian for WBTC, the leading global stablecoin for Bitcoin. In 2020, BitGo launched BitGo Portfolio and Tax, providing clients with a full-stack solution for digital assets. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. BitGo processes approximately 20% of all global Bitcoin transactions, and supports over 600 coins and tokens. BitGo provides the security and operational backbone for more than 1500 institutional clients in 50 countries, including many regulated entities and the world’s top cryptocurrency exchanges and platforms.  BitGo is backed by Goldman Sachs, Craft Ventures, Digital Currency Group, DRW, Galaxy Digital Ventures, Redpoint Ventures, and Valor Equity Partners.

The BitGo Prime team is a dynamic, high performing group that provides critical operational service to our institutional trading, lending, and borrowing clients in partnership with our Trust custody and compliance entity; global account managers and salespeople; and finance and accounting. Our extended unit consists of a diverse group of trading, lending, and KYC/AML professionals with extensive backgrounds in traditional and crypto-finance, including front, middle, and back office.

The Prime Client Services Specialist will be responsible for supporting business operations for BitGo Prime’s digital asset trading and financing services.

RESPONSIBILITIES:

Manage BitGo Prime’s trade and settlement workflows including trade entry, asset transfers, reporting and reconciliation. 

Collaborate with Prime’s business team to maintain optimal funding across various trading venues

First line of support for trading or financing operations related enquiries

Lead process improvements, identify gaps, recommend improvements and automation

Support testing efforts for all enhancements of proprietary systems

Produce daily, weekly and monthly reporting for internal and external stakeholders

Assist the Sales and Client Services team with on-boarding new counterparties

Identifying operational risks, introduce operational controls and document policies & procedures

Collaborate closely with the product/engineering team to improve our products and services

Develop and maintain relationships with clients, exchanges, liquidity providers and third party providers

Stay up to date about market trends, opportunities, risks and new projects, with a passion for the digital asset industry

SKILLS AND EXPERIENCE:

BitGo is looking for people who are passionate about their craft, take full ownership for their work and projects, and believe in transparent and collaborative culture with the goal of making BitGo successful.

Incredible attention to detail and organizational skills

Able to effectively interact with others in a pleasant, professional manner

Strong analytical skills and ability to understand assets flows and procedures

Must have previous middle or back-office experience in a financial services Trading, stock loan, FX experience is a plus.

Experience managing and interacting with clients is a plus

Comfortably manage competing priorities in a fast-moving, dynamic start-up environment

Hands-on Excel or Google Sheets experience; macro programming exposure is a plus

Genuine interest in financial services and cryptocurrency; crypto experience professionally or personally is a plus

Bachelor's degree from an accredited university, or equivalent experience

Why Join BitGo?

Disrupting an industry takes vision, innovation, passion, technical chops, drive to deliver, collaboration, and execution. Join a team of great people who strive for excellence and personify our corporate values of ownership, craftsmanship, and open communication. We are looking for new colleagues who bring innovative ways of thinking and problem solving, and who want risks to be part of the team that changes the world’s financial markets.

Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you’ll be able to look back and say you were part of the team that transformed investing.

Source: Bitgo careers (Greenhouse)

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