Client Onboarding / Customer Success Representative
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Flag Theory helps business owners, investors, location independent entrepreneurs, cross-border SMEs and large multinational corporations structure their businesses and finances internationally by providing international structuring consulting, company incorporation, banking and immigration by investment solutions in a variety of jurisdictions.
Visit our website https://flagtheory.com for further information.
- Take over closed deals from sales department and assist clients with onboarding - company incorporation and bank account opening steps
- Handhold clients in correctly filling KYC forms and documentation specific to each jurisdiction or 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 customer success / client onboarding role 3+ years
- Good understanding of KYC processes; experience working with KYC processes is a plus
- Self motivated to learn new skills
- 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 Hong Kong afternoon business hours as well as with European morning till early afternoon business hours
- Located in Asia or Europe
Nice to Have
- Experience working with KYC processes for company incorporations and / or bank account opening (big plus)
- Experience working remote
- Experience working with customer support applications such as HelpScout
- Fluent in other international languages such as Chinese, Russian
Work from anywhere, on a flexible schedule, part of a fully remote team
Compensation based on experience
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