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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



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