Fulfillment Associate, Document Management

Wolters KluwerColonie, NY
3dOnsite

About The Position

As a Fulfillment Associate, Document Management for Wolters Kluwer’s CT Corporation, you have primary responsibility for providing superior service by analyzing customers’ requests, ensuring compliance and accuracy, resolving or escalating issues, following requests through to completion, and communicating progress to customers and internal teams. You will support the Service of Process (SOP) function by receiving (via personal service, certified, regular mail), processing and scanning documents sent to the office in our capacity as registered agent. You will learn the comprehensive CT product line and jurisdictional rules and regulations; field incoming questions; review and fulfill incoming requests; assist process servers; contribute to customer satisfaction and organizational success; participate in process improvement initiatives. You will report to the Manager, Fulfillment and work from our local office in Colonie, NY. We offer an 8:30am-5:00pm M-F schedule, full benefits, matching 401k, generous PTO and a great career opportunity! Responsibilities: Fulfill orders for internal and external customers by scanning and processing documents. Assists Process Servers in the completion of service for CT’s Registered Agent function. Research legal documents. Resolve or escalate issues. Follow requests through to completion. Communicate progress to customers and our teams. Navigate quickly between multiple processing systems and databases. Contribute to customer satisfaction and organizational success. Participate in process improvement programs, best practices, and occasional special projects. Process State and customer documents following established standard operating procedures using proprietary and Microsoft suite applications.

Requirements

  • High School diploma or equivalent. Prefer some college.
  • 1+ years customer service experience. Prefer experience in retail, hospitality, or office environment.
  • Good typing skills (30 wpm.)
  • #LI-Onsite Experience with ERP systems and databases preferred.
  • Order Entry Systems: Proficiency in using order entry software.
  • Attention to Detail: Ability to maintain accuracy in order processing.
  • Customer Service: Basic understanding of customer service principles.
  • Communication: Effective verbal and written communication skills.
  • Time Management: Ability to manage time and prioritize tasks.
  • Team Collaboration: Willingness to work collaboratively with team members.
  • Documentation: Ability to maintain and organize operational documents.

Nice To Haves

  • Prefer some college.
  • Prefer experience in retail, hospitality, or office environment.
  • #LI-Onsite Experience with ERP systems and databases preferred.

Responsibilities

  • Fulfill orders for internal and external customers by scanning and processing documents.
  • Assists Process Servers in the completion of service for CT’s Registered Agent function.
  • Research legal documents.
  • Resolve or escalate issues.
  • Follow requests through to completion.
  • Communicate progress to customers and our teams.
  • Navigate quickly between multiple processing systems and databases.
  • Contribute to customer satisfaction and organizational success.
  • Participate in process improvement programs, best practices, and occasional special projects.
  • Process State and customer documents following established standard operating procedures using proprietary and Microsoft suite applications.

Benefits

  • full benefits
  • matching 401k
  • generous PTO
  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave
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