CSR (Corporate, Registered Agent Services) – Hybrid (CT/ET) R0056279

Wolters Kluwer is a global leader in professional information and software solutions, and they are seeking a Customer Service Representative for their Corporate, Registered Agent Services. The role involves fulfilling client requests for corporate document retrievals and filings, requiring effective communication and organizational skills.

Responsibilities

• Assist with initial client account set up and maintenance
• Communication: Positive team player with clear and effective verbal and written communication skills with colleagues and clients
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
• Provide direct support to and collaboration with other RASi corporate team members or across departments
• Respond and resolve incoming vendor requests, queries, issues and concerns via phone and email
• Efficiently manage the order process alongside other RASi corporate team members, from initial request through processing, and during follow-up investigations and order fulfillment
• 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
• 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, and annual reports
• Assist with answering phone calls and routing to the appropriate department
• Assist with the creation and maintenance of filing fees/requirements reference charts
• Any other duties of similar or lesser nature as required
• Communication: Positive team player with clear and effective verbal and written communication skills with colleagues and clients
• Customer Orientation: Ensure superior customer service is always provided and maintain a high level of professionalism
• Problem-Solving: Strong critical thinking and problem-solving skills are required
• Attention to Detail: Strong attention to detail with the ability to accept directions well
• Time Management: Ability to handle multiple tasks, prioritize effectively, be self-directed, manage your time wisely, and work efficiently with minimal supervision
• Product Knowledge: Fundamental understanding of the company’s products/services
• Technical Literacy: Basic computer and software proficiency. Intermediate level skills with MS Office; Word, Excel and Outlook are required
• Team Collaboration: Ability to work well with others in a team environment whether remote, hybrid, or in office
• Attendance and Reliability: Excellent attendance and punctuality
• Work Environment: Able to work in a fast-paced, high-energy environment
• Industry Knowledge: Knowledge of general corporate services and/or willingness to learn

Skills

• Must be legally authorized to work in the United States without employer sponsorship, now or in the future
• High school diploma or equivalent required
• Excellent organizational and time-management skills
• Meticulous attention to detail
• Professional levels of customer service and communication
• Positive team player with clear and effective verbal and written communication skills with colleagues and clients
• Strong critical thinking and problem-solving skills
• 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
• Knowledge of general corporate services and/or willingness to learn
• 1-2 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
• Bachelor's degree and/or 1-2 years' experience in corporate services/registered agent industry

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

Company Overview