CRM and Onboarding Intern

vor 3 Wochen


Zurich, Schweiz Crypto Finance AG Vollzeit

Come join us at Crypto Finance Group. We are a fast-growing company, where everyone plays an important role. We welcome you to join us and help shape our future.

**About Crypto Finance**

The Crypto Finance Group - comprising two FINMA-regulated financial institutions and part of Deutsche Börse Group - offers professional digital asset solutions. This includes one of the first FINMA-approved securities firms with 24/7 brokerage services, custody, infrastructure, and tokenisation solutions for financial institutions, as well as the first FINMA-approved manager of collective assets for crypto assets, with an active, rules-based and index-based alternative investment fund offering, including the first Swiss crypto fund. The Crypto Finance Group is headquartered in Switzerland.

**Overview**

Crypto Finance is seeking a technically adept and detail-oriented intern to contribute to the continued optimization and maintenance of our CRM and onboarding processes and workflows.

The Sales and Partnerships teams are the first line of defense when it comes to client and counterparty onboardings. We are looking for a dynamic intern to assist us with our ongoing CRM optimization and maintenance, as well as supporting our Onboarding and AML Specialists on a variety of tasks including periodic reviews, ad-hoc projects, and document/file screening.

The starting date is on 18th September 2023 in our office in the Prime Tower in Zurich.
- **Start Date**: September 18, 2023
- **End Date**: September 13, 2024

**Responsibilities**:

- Support the institutional sales and partnerships teams to enhance the features and functionalities of CRM.
- Work cross-functionally with our Compliance, Risk, and Finance teams to ensure all stakeholder needs are met concerning CRM.
- Maintain CRM, ensuring the highest levels of usability and quality.
- Identify opportunities for process optimization and efficiency gains, from fully electronic onboardings to CRM plugins.
- Support our Onboarding and AML Specialists with onboardings, periodic reviews, projects, and their ad-hoc needs.

**Requirements**:

- Self-motivated problem-solver and critical thinker with a team-oriented attitude.
- Administrative experience, including document review and archiving.
- Keen interest in cryptocurrencies and blockchain technology.
- Fluent in English

**Preferred**:

- Bachelor’s degree in finance, business administration, or similar field.
- Experience with managing, operating, and enhancing CRM systems.
- Understanding of digital asset-specific compliance processes, such as wallet whitelisting and transaction monitoring.
- Fluent in German.

**Benefits**
- Join an international, fast-paced blockchain and fintech team with experienced industry leaders
- Work at the forefront of an inspiring, dynamic new sector in B2B finance with digital assets
- Be part of our friendly, knowledge-sharing, entrepreneurial culture, and flat hierarchy
- Work in a role that lets you learn, and gives you responsibility and independence
- The chance to be part of a movement shaping the future of our world’s financial system
- Become part of a learning environment where you can dive deep into the latest Crypto topics and make a direct impact
- Participate in weekly company meetings, bi-weekly Knowledge Pooling sessions, and amazing team events
- A central working place in Zurich, with a modern infrastructure

**Please note**:

- We do not accept CVs from recruiting or staffing agencies



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