Job Description
Wolters Kluwer is a global leader in professional information and software solutions. They are seeking a Customer Service Representative to support client research, estimates, and corporate document retrievals and filings while collaborating closely with internal teams and clients.
Responsibilities
- Provide direct support to and collaborate with other RASi corporate team members or across departments
- Respond and resolve incoming client, affiliate, and vendor/correspondent requests, queries, issues and concerns via phone and email
- Efficiently manage the entire order process from initial client inquiry through processing, invoicing and follow up
- Responsible for corporate filings including, but not limited to the preparation, review and filing of: articles of incorporation/organization, amendments, DBA/assumed business names, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance requests, and reinstatements/revivals
- Responsible for obtaining certificates of status with both the state and revenue departments, conducting name availability and status searches, producing verbal bring-down reports, filing/tracking name reservations and registrations, as well as obtaining copies of miscellaneous public record documents
- Process apostilles and document authentications and legalizations
- Responsible for reviewing deliverables and invoices prior to sending to clients
- Assist with initial client account set up and maintenance
- Educate and promote additional services such as Registered Agent Services, transactional services, Federal Employer Identification Number (FEIN) services, corporate kits and supplies, business license renewals, and annual report services (ARS)
- Assist clients with queries regarding online accounts, tools, and services
- Create and maintain filing fees/requirements reference charts
- Assist with answering phone calls and routing to the appropriate department
- Support the team on the backend (Prepare state forms with accuracy, Complete estimate research on an as needed basis and make state inquiries)
- Any other duties of similar or lesser nature as required
Skills
- 1+ years of industry experience within the corporate and registered agent industry, or similar content knowledge from an in-house legal team, law firm, or CPA firm position
- High school diploma or equivalent required
- Positive team player with clear and effective verbal and written communication skills with colleagues and clients
- Ensure superior customer service is always provided and maintain a high level of professionalism
- Strong critical thinking and problem-solving skills are required
- Strong attention to detail with the ability to accept directions well
- Ability to handle multiple tasks, prioritize effectively, be self-directed, manage your time wisely, and work efficiently with minimal supervision
- Fundamental understanding of the company's products/services
- Basic computer and software proficiency
- Intermediate level skills with MS Office; Word, Excel and Outlook are required
- Ability to work well with others in a team environment whether remote, hybrid, or in office
- Excellent attendance and punctuality
- Able to work in a fast-paced, high-energy environment
- Bachelor's degree and/or 1-2 years' experience in corporate services/registered agent industry
- Knowledge of general corporate services in all 50 states such as, but not limited to Qualifications/Formations, Withdrawals/Dissolutions, EIN # obtainment, doc retrievals (certified, plain copies and good standing certificates/tax certificates)
- 50 state knowledge on Mergers, Conversions, DBA's, publications, etc
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
Company Overview
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