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About us
First Digital is a digital asset focused trust, custody, financial technology company at the vanguard of the emerging digitalization of assets, where the full value for your worldly assets can finally unite like other digital data. Our best-in-class custodian and near-banking layer enables previously unattainable options for payments, asset management and access to products that can help enhance financial inclusion.
Our infrastructure – including FDUSD, Asia’s 1st home grown blockchain-based USD stable-coin – Developed to help economies, institutions and developers gain access to technology breakthroughs and capitalize on the digital evolution of finance, trust, and technology.
Client Success is a crucial part of the GTM function that has key business areas responsible for efficiently bringing the best of First Digital to our clients through a broad and relevant suite of financial services capabilities: Trust and Custody Asset Management, Global Payments, OTC, Stablecoin Delivery Management and Digital Asset Transformation & Tokenization.
Responsibilities:
- Responding to client inquiries on Deskpro, WhatsApp, Telegram, and Slack.
- Preparing onboarding packs for prospects.
- Reviewing application forms to ensure completeness of forms and agreements.
- Collecting KYC documents for compliance checks.
- Gathering supporting documents from clients to process daily transactions.
- Preparing fee schedules and creating service portfolios to manage fee packages in Smart Trust.
- Creating client accounts and ensuring records are up to date.
- Collaborating with compliance on transaction monitoring processes and periodic reviews.
- Working closely with the product team to improve Smart Trust back-office functionality.
- Organizing client data and preparing weekly trackers.
- Creating instructions (FX/Payments/Withdrawals) on behalf of clients under certain circumstances.
- Creating third-party bank accounts on behalf of clients for specific arrangements such as FD121 related transactions.
- Sending notices to clients about product releases, system downtimes, holiday notices, etc.
- Assisting with NPS surveys and consolidating client feedback.
- Preparing confirmation letter and collecting signatures from management.
Requirements:
- 1-3 years of experience in client success admin, or a related role.
- Strong problem-solving abilities and attention to detail.
- Ability to manage multiple tasks and prioritize effectively.
- Proficiency in Microsoft Office Suite, Deskpro, CRM.
- Ability to work independently and as part of a team.
- Strong organizational and time-management skills.
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We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. First Digital Trust reserves the right to amend this job description at any time.
