Client Onboarding for Corporate Services (Bank Accounts department)

Flag Theory · Europe Only

Company

Flag Theory

Location

Europe Only

Type

Full Time

Job Description

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 clientsโ€™ 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 Englishย  - 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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Take over closed deals from sales department Jobs Assist clients with onboarding - bank account opening Jobs Handhold clients in correctly filling KYC forms Jobs Ensure fast paced and uninterrupted support to clients Jobs Good understanding of KYC processes Jobs More Jobs at Flag Theory Jobs in Europe Only
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Date Posted

04/22/2024

Views

4

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