Client Onboarding for Corporate Services (Bank Accounts department)

Posted 2025-03-14
Remote, USA Full-time Immediate Start

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 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)

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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