Customer Service Operations Associate

Wolters Kluwer•White Plains, NY
•$35,000 - $58,600

About The Position

The Customer Service Operations Associate (CSOA) - Filing Manager is part of the Account Services Department within CT's Business Licensing Team. The role primarily involves preparing and submitting applications to obtain, amend, renew, or close licenses and registrations for clients. The associate works with Customer Success Associate-Account Managers to fulfill filing orders on time, address barriers to licensure, and ensure updates to filing processes are recorded in the internal database. The position also requires effective collaboration within an internal team and may include other assigned duties.

Requirements

  • Minimum bachelor's degree or equivalent experience.
  • Exceptional interpersonal skills for communicating with government agencies and colleagues.
  • Tact and discretion when handling sensitive data.
  • Ability and desire to work in a fast-paced environment.
  • Strong personal computer skills in a Windows-based environment, including Microsoft Office Suite and Adobe PDF.
  • Excellent attention to detail, accuracy, and consistency.
  • Strong organization skills across project workflows.
  • Excellent time-management skills.
  • Ability to maintain a customer-centric focus and work ethic.

Nice To Haves

  • 1–2 years of data entry and/or licensing experience is preferred.

Responsibilities

  • Prepare and file standard, advanced, and specialized applications and renewals for clients across a variety of industries.
  • Submit 50–100 applications per week, depending on filing complexity.
  • Work with Customer Success Associate-Account Managers to fulfill pending filing orders on time and resolve barriers to licensure.
  • Communicate filing-process changes to the Business Licensing onboarding and/or research teams so they can be documented in the internal database.
  • Work efficiently in a collaborative internal team environment.
  • Perform other duties as assigned.

Benefits

  • Medical, dental, and vision plans.
  • 401(k).
  • Flexible spending account and health savings account (FSA/HSA).
  • Commuter benefits.
  • Tuition assistance plan.
  • Vacation and sick time.
  • Paid parental leave.
  • Bonus eligibility.
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