Flag Theory
Remote Client Onboarding for Corporate Services (Bank Accounts department)
Location
Europe
Job Type
Full-time
Experience
N/A
Salary
N/A
Skill Set
Role
Customer SupportJob 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)
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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