Senior Customer Service Representative (Corporate, Senior Registered Agent Services)
Wolters Kluwer · Sacramento, United States
About The Role
Join Wolters Kluwer as a Senior Customer Service Representative in our Registered Agent Solutions Inc. division. In this role, you will leverage your specialized skills to address non-standard operational and administrative problems, cultivate in-depth customer relationships, and ensure customers derive maximum value from our products and services. You will manage complex onboarding processes, respond to client inquiries, and handle corporate filings. This position requires excellent organizational and time-management skills, attention to detail, adaptability, and a commitment to professional customer service.
- Provide direct support to and collaboration with other RASi corporate team members or across departments, effectively communicating with clients regarding corporate services.
- Manage complex onboarding processes for large or high-profile customers, responding and resolving incoming client requests, queries, issues, and concerns.
- Responsible for corporate filings including the preparation, review, and filing of articles of incorporation/organization, amendments, DBA/assumed business names, and annual reports.
- This role is perfect for those with a proven track record within the corporate and registered agent industry
- An added benefit is 50 state knowledge for filing 50 state mergers, conversions, re-domestications, withdrawals, tax clearances, and address changes
- Fluent knowledge of various corporate document retrievals that include plain/certified copies, good standings, certificates of fact, certificates reciting, tax status/good standings
- 3-5 years of exclusive experience from within the corporate and registered agent industry, or similar content knowledge from an in-house legal team, law firm, or CPA firm position
- Comprehensive 50 state filing knowledge for incorporations, formations, qualifications/registrations, amendments, annual reports, reinstatements, dissolutions, dba’s, apostilles/legalizations
- Preferred Education: Bachelor’s degree and/or 3-5 years’ experience in corporate services/registered agent industry
- High school diploma or equivalent required
- Advanced Analytical Skills: Strong ability to interpret and act on customer data
- Specialized Problem-Solving: Ability to address and resolve more complex issues
- Advanced CRM Management: Proficient and effective use of CRM systems
- Customer Advocacy: Strong focus on representing customer needs within the company
- Customer Education: Expert in providing in-depth training sessions to customers
- Industry Knowledge: Extensive knowledge of the corporate services and/or willingness to learn
- Cross-Functional Collaboration: Effective teamwork across different departments
- Advanced Communication: High-level verbal and written communication skills
- Team Collaboration: Ability to work well with others in a team environment whether remote, hybrid, or in office
- Deep Technical Proficiency: In-depth knowledge of company products/services
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