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Client Onboarding Associate

London

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 sits within the Operations department and is dedicated to delivering a seamless and efficient onboarding experience for our clients. From initial engagement through to go-live, the team manages the full onboarding lifecycle, ensuring every step is handled with precision and care.

Working closely with both clients and internal stakeholders across Copper, the team coordinates all aspects of the onboarding journey to facilitate a swift and successful transition onto the Copper platform. By partnering with our Sales and Account Management teams, they play a critical role in shaping a positive first impression and laying the foundation for long-term client success.


Role Purpose 

As a Client Onboarding Associate, you’ll take full ownership of the end-to-end onboarding process—from initial engagement to platform activation—ensuring speed, accuracy, and compliance throughout. You’ll work closely with Sales and Account Management to drive and deliver on the onboarding pipeline, creating a best in class first impression and setting the foundation for long-term client success. Central to your role will be coordinating with Legal, Compliance, and Operations, directly impacting client satisfaction and reinforcing Copper’s reputation for operational excellence and client - centric service.Engagement with senior Client Onboarding Specialist as part of BAU particularly around complex case management & driving efficiencies within the Onboarding process.

KEY RESPONSIBILITIES

  • End-to-end Client onboarding ownership: Serve as a dedicated point of contact for clients throughout the onboarding lifecycle, guiding them from initial engagement to platform account creation.
  • Meeting & Stakeholder Coordination: Organise and facilitate client meetings and calls, ensuring the appropriate Copper stakeholders are engaged at each stage of the process.
  • Pipeline Communication: Participate in weekly client onboarding calls with our sales & legal teams & to communicate progress on client in onboarding, enabling teams to allocate resources effectively and prioritise high-value clients.
  • Onboarding Documentation: Prepare and distribute onboarding packs, and follow up with clients in relation to documentation/information and related matters.
  • KYC requirements: Partner closely with the KYC team to accurately communicate KYC requirements to clients.
  • Process Improvement & Pipeline Management: Collaborate closely with the Head of Client Onboarding to monitor the sales pipeline in Salesforce, identify delays or inefficiencies, and contribute to strategic
    improvements in the onboarding process.
  • Reporting & Insights: Support the generation of weekly dashboard reports from Salesforce to provide visibility into onboarding progress and pipeline health.
  • Client Experience Focus: Builds strong relationships with clients by championing a client-first mindset—ensuring every interaction is professional, responsive, and tailored to their needs, while consistently reinforcing Copper’s commitment to long-term partnership and service excellence.

SKILLS & EXPERIENCE: 

Essential

  • Prior professional experience in a client facing onboarding role, within financial services or fintech.
  • Demonstrates strong organisational skills with the ability to manage multiple priorities simultaneously, proactively identifying and resolving issues to ensure smooth & timely pipeline conversion
  • Exceptional stakeholder management, working effectively across multiple functions e.g. Compliance, Sales, Legal and Operations teams.
  • Compliant mindset, understanding the importance of operational risk mitigation, following structured procedures & adhering to regulatory requirement
  • Experience using a CRM platform to manage client data and workflows, preferably salesforce.
  • Familiarity with KYC processes is advantageous; however not essential
  • Demonstrated interest in crypto, fintech, and broader financial services, with a desire to stay informed on industry trends.
  • A logical and structured approach to prioritisation, planning and problem-solving.
  • Collaborative team player who values transparency, active listening, ownership and accountability.
  • Motivated, self - directed and self-aware, with the humility to learn and the integrity to build trust across teams

Desirable

  • Understanding of and genuine interest in Crypto, Fintech and Financial Services.
  • Understanding of UK, US, and Swiss AML, as well as Financial Crime Regulation

The benefits offered

  • Paid Time Off - A minimum of 35 days of paid time off per year, inclusive of annual leave and public holidays. Employees also receive one additional day of annual leave for each year of service.
  • Comprehensive Medical Insurance - Inclusive of dental, optical, audiology, and mental health coverage, with medical history disregarded
  • Life Insurance
  • Enhanced Pension Contributions - Includes an enhanced employer matching contribution
  • 24/7 Employee Assistance Programme (EAP)

In return for everything you can bring to Copper, we can offer you an exciting, challenging role in a fast-growing and dynamic business, with career opportunities and welcoming working environment.

If you think you have everything we're looking for and more, then we'd love you to apply for the opportunity.

 

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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