Remote Client Onboarding for Corporate Services (Bank Accounts department)

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Posted Sep 19

Remote Client Onboarding for Corporate Services (Bank Accounts department)

Flag Theory

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Full-TimeCustomer SupportEurope Only

Time zones: SBT (UTC +11), GMT (UTC +0), CET (UTC +1), EET (UTC +2), MSK (UTC +3)

 

Job Responsibilities

Take over closed deals from sales department and assist clients with onboarding – bank account opening (potentially also company incorporations)

Handhold clients in correctly filling KYC forms and documentation specific to each jurisdiction and bank 

Ensure fast paced and uninterrupted support to clients via email or phone as needed

Vendor communication for timely delivery of our clients’ service

Create and maintain documentation for the processes you own

Improve client response rates as well as client satisfaction with Flag Theory

 

 

Requirements / Must Have

 

Previous experience in a B2B customer success / client onboarding role 3+ years 

Previous experience in corporate services business 

Previous experience working in a banking environment, with customers

Good understanding of KYC processes; experience working with KYC processes 

Self motivated to learn new skills

Empathy

Proactiveness

Self-Starter Type

Ability to self organize based on priorities

Listen, Learn, Grow mindset

Excellent command of English – written and spoken

Ability to overlap with European morning till early afternoon business hours

Located in Europe

Experience working remote 6+ months

 

 

Nice to Have

Experience working with KYC processes for company incorporations and / or bank account opening (big plus)

Experience working with Hubspot and a customer support tool such as HelpScout

Fluent in other international languages such as Spanish, German, Chinese, Russian (NOT Mandatory)

 

 

Benefits

Work from anywhere, on a flexible schedule, part of a fully remote team

Compensation based on experience 

Paid vacation days