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.ResponsibilitiesProvide direct support to and collaborate with other RASi corporate team members or across departmentsRespond and resolve incoming client, affiliate, and vendor/correspondent requests, queries, issues and concerns via phone and emailEfficiently manage the entire order process from initial client inquiry through processing, invoicing and follow upResponsible 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/revivalsResponsible 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 documentsProcess apostilles and document authentications and legalizationsResponsible for reviewing deliverables and invoices prior to sending to clientsAssist with initial client account set up and maintenanceEducate 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 servicesCreate and maintain filing fees/requirements reference chartsAssist with answering phone calls and routing to the appropriate departmentSupport 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 requiredSkills1+ 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 positionHigh school diploma or equivalent requiredPositive team player with clear and effective verbal and written communication skills with colleagues and clientsEnsure superior customer service is always provided and maintain a high level of professionalismStrong critical thinking and problem-solving skills are requiredStrong attention to detail with the ability to accept directions wellAbility to handle multiple tasks, prioritize effectively, be self-directed, manage your time wisely, and work efficiently with minimal supervisionFundamental understanding of the company's products/servicesBasic computer and software proficiencyIntermediate level skills with MS Office; Word, Excel and Outlook are requiredAbility to work well with others in a team environment whether remote, hybrid, or in officeExcellent attendance and punctualityAble to work in a fast-paced, high-energy environmentBachelor's degree and/or 1-2 years' experience in corporate services/registered agent industryKnowledge 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, etcBenefitsMedical, Dental, & Vision Plans401(k)FSA/HSACommuter BenefitsTuition Assistance PlanVacation and Sick TimePaid Parental LeaveCompany OverviewWolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors. It was founded in 1836, and is headquartered in Alphen Aan Den Rijn, Zuid-Holland, NLD, with a workforce of 10001+ employees. Its website is http://www.wolterskluwer.com.



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