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 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
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
💡 Quick Summary
Seeking a career-building opportunity? The Client Onboarding for Corporate Services (Bank Accounts department) I position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.