clients Flag Theory

Remote Client Onboarding for Corporate Services (Bank Accounts department)



Job Type






Skill Set


Customer Support

Job Details

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

Job Responsibilities:

  • Take over closed deals from the 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 remotely for 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, and Russian (Not Mandatory)


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

Compensation based on experience

Paid vacation days