Client Onboarding for Corporate Services (Bank Accounts department)

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 Apply Job!