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

Headquarters: Remote URL: https://flagtheory.com/ 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) BenefitsWork from anywhere, on a flexible schedule, part of a fully remote teamCompensation based on experience Paid vacation days To apply: https://weworkremotely.com/remote-jobs/flag-theory-client-onboarding-for-corporate-services-bank-accounts-department

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Apr 2, 2024 - 05:00

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

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

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

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