Client Support Specialist, Wealth Management

6 months ago

Vancouver, Canada VirgoCX Inc Full time

**About Virgo Group**

Founded in 2018, Virgo Group of Companies has been dedicated to offering commission-free cryptocurrency trading services across Canada. Our diverse business lines include VirgoCX, VirgoCX Wealth, and Virgo Digital Asset Management, providing exceptional services that span various aspects of crypto trading. Expanding our footprint further since 2022, we have also built a strong business presence in Australia, the U.S., and more in future. Rooted in a culture of continuous innovation, Virgo Group is prepared to become an integrated global digital asset service provider.

VirgoCX Wealth offers a full-service trade desk for high value transactions combined with direct market access of cryptocurrencies for optimal price execution. We bridge the gap between traditional financial services and the cryptocurrency markets by allowing our clients to have access to a deep pool of crypto and fiat currencies to fill large orders at a desired market price in CAD, USD, HKD, EUR, GBP, SGD, and more.

**Mission and Vision**

Virgo Group’s mission is to provide easy and affordable access for all the clients to buy and sell digital currencies, including Bitcoin, Ethereum, Litecoin, and more. Whether you are new to this world or are experienced, Virgo Group supports you throughout your journey.

As a Client Support Specialist in our Wealth team, you will play a critical role in ensuring the smooth and efficient operation of our platform. Your responsibilities will encompass a wide range of tasks, from optimizing procedures to providing exceptional customer support and conducting data analysis. Additionally, you will assist clients with onboarding procedures to ensure compliance with regulatory requirements and facilitate transactions across different banking platforms.**Responsibilities**:

- Work closely with the Sales and Trading team to drive operational efficiencies and sales excellence;
- Assist clients in the onboarding process, communicate and work closely with clients to ensure onboarding in a timely manner;
- Assist with local event planning, curate private and public events to drive brand recognition and sales;
- Conduct data analysis on key operational metrics to identify trends and provide actionable insights;
- Continuously improve operational procedures and provide recommendations to the management team;
- Handle a varied level of internal and external enquiries;
- Perform any other administrative duties required to support daily operations.

**Requirements**:

- Bachelor's degree in a relevant field;
- Strong attention to detail and a commitment to accuracy;
- Exceptional organizational skills and the ability to prioritize effectively;
- Dedication to teamwork and collaboration;
- Excellent communication skills, both written and verbal;
- Adaptability to thrive in a fast-paced office environment;
- Prior experience in operations within a financial institution or digital asset company is preferred;
- Bilingualism (Mandarin) is a significant asset.

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