CSR (Corporate, Registered Agent Services) – Hybrid (CT/ET) R0055682

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