Client Onboarding / Customer Success Representative for Corporate Services

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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