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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 https://flagtheory.com 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
Benefits
Work from anywhere, on a flexible schedule, part of a fully remote team
Compensation based on experience
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