Client Onboarding / Customer Success Representative at Flag Theory

About Us
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 for further information.
Job Responsibilities
  • 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
  • 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 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
Share this job
Virtual Careers

Virtual Careers is your most reliable job board for remote jobs not just in the United States but also in different parts of the world.


Virtal Careers