Senior Customer Service Representative - Corporate Filings

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Who We Are: Wolters Kluwer: The world is a big place, find your place here.

What We Offer:  

The Senior Customer Service Representative role offers growth potential opportunities, professional development, an engaging small team environment, the ability to work a hybrid schedule from any TX office location (in the office 2-days a week), and amazing benefits.

What You'll be Doing:

As a Senior Customer Service Representative, you will leverage your specialized skills to provide comprehensive support and resolve non-standard operational problems. You will act as a resourceful team member, contributing significantly to customer satisfaction and operational efficiency.

Our TX Locations:

• 701 Brazos Street, Austin, TX 78701
• 5301 Southwest Parkway, Austin, TX 78735
• 9797 Rombauer Road, Suite 250, Coppell, TX 75019
• 1999 Bryan Street, Dallas, TX 75201
• 2929 Allen Parkway, Ste 3300 & Ste 3200 (partial), Houston, TX 77019

Key Tasks:   

• 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.
• Any other duties of similar or lesser nature as required.

You're a Great Fit if You Have:  

• High school diploma or equivalent required.
• Preferred Education: Bachelor’s degree
• Minimum: 2+ years of experience in corporate services/registered agent industry.
• A positive team player.
• Ability to multi multi-task and possess a strong attention to detail.
• Advanced Communication: Highly effective in both verbal and written exchanges. Be able to effectively communicate with colleagues and clients.
• Customer Insight: Deep understanding of customer behavior and needs.
• Complex Problem-Solving: Ability to resolve advanced issues with innovative solutions.
• Analytical Skills: Strong ability to analyze data and provide actionable insights.
• Process Improvement: Skilled in optimizing customer service operations.
• Industry Knowledge: Knowledge of most corporate services and filings.

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html  

Diversity Matters: Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer. 

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.