Flag Theory: Client Onboarding for Corporate Services (Bank Accounts department)

Headquarters: Remote
URL: https://flagtheory.com/

• 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
  
  

• 
  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
  
  

• 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)
  
  

To apply: https://weworkremotely.com/remote-jobs/flag-theory-client-onboarding-for-corporate-services-bank-accounts-department