Client Onboarding / Customer Success Representative
Skills
BankingClient OnboardingCustomer SatisfactionCustomer SupportDealsEnglishInterest Rates
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3+ years in B2B customer success or client onboarding
- Experience in corporate services
- Background in banking with customer interaction
- Strong knowledge of KYC processes
- Self-motivated and eager to learn
- Empathetic and proactive
- Able to self-organize by priorities
- Excellent written and spoken English
- Able to overlap with European morning to early afternoon hours
- Located in Europe
- 6+ months remote work experience
Nice to have
- Self-starter
- Proactive
- Empathetic
- Well organized
- Eager to learn
Day to day
- Take ownership of closed deals and guide clients through onboarding for bank account opening and potentially company incorporations.
- Support clients with accurate KYC form completion and jurisdiction-specific documentation.
- Provide responsive email and phone assistance while coordinating with vendors to ensure timely service delivery.
- Create and maintain process documentation and work to improve response rates and client satisfaction.
Hiring process
- Apply via the provided remote jobs link