Client Onboarding for Corporate Services (Bank Accounts department)
Posted 2025-04-06Time 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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