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

Wolters Kluwer•Austin, TX

12d•Hybrid

About The Position

Registered Agent Solutions, Inc. (RASi), a Wolters Kluwer company, provides tailored registered agent and corporate services to thousands of businesses worldwide. As a Customer Service Representative (Corporate, Registered Agent Services) , you will support client research, estimates, and corporate document retrievals and filings. You’ll work closely with internal teams to complete requests accurately, efficiently, and on time, and may interact directly with clients through written and verbal communication. This role occasionally involves managing orders from start to finish. To succeed, you’ll need strong organization and time‑management skills, attention to detail, adaptability, and professional communication. This is an excellent opportunity for someone looking to start or grow a career in customer service within the corporate and registered agent services industry. Hybrid : Eight days a month we come together in the closest office (CT/ET time zone) within 50 miles to experience the value of connecting with colleagues (2 days in office, 3 days remotely) . You will report to the Manager, Customer Service . This role is a part of FCC | CLC - Registered Agent Solutions Inc. – Wolters Kluwer . Please view the site office location directory for potential CT/ET office preferences. | https://bit.ly/Find_A_WK_Office | #LI-Hybrid Shift Hours: 8am-6pm (Flexible)

Requirements

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.
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).

Nice To Haves

Bachelor’s degree and/or 1-2 years’ experience in corporate services/registered agent industry.
An added benefit would be 50 state knowledge on Mergers, Conversions, DBA's, publications, etc. but not a requirement for this position.

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.