CSR (Corporate, Registered Agent Services) - Hybrid (CT/ET) R0055682
UpToDate
Customer Service Representative (Corporate, Registered Agent Services) – Hybrid (CT/ET) R0055682 | FCC | CLC - Registered Agent Solutions Inc.- Wolters Kluwer
About the Role: 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)
Required Job Qualifications (1yrs minimum)
Experience:
- 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.
Education:
- High school diploma or equivalent required.
- Preferred Education: Bachelor’s degree and/or 1-2 years’ experience in corporate services/registered agent industry.
Skills:
- Communication: Positive team player with clear and effective verbal and written communication skills with colleagues and clients.
- Customer Orientation: Ensure superior customer service is always provided and maintain a high level of professionalism.
- Problem-Solving: Strong critical thinking and problem-solving skills are required.
- Attention to Detail: Strong attention to detail with the ability to accept directions well.
- Time Management: Ability to handle multiple tasks, prioritize effectively, be self-directed, manage your time wisely, and work efficiently with minimal supervision.
- Product Knowledge: Fundamental understanding of the company’s products/services.
- Technical Literacy: Basic computer and software proficiency. Intermediate level skills with MS Office; Word, Excel and Outlook are required.
- Team Collaboration: Ability to work well with others in a team environment whether remote, hybrid, or in office.
- Attendance and Reliability: Excellent attendance and punctuality.
- Work Environment: Able to work in a fast-paced, high-energy environment.
- Industry Knowledge: 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). 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.
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. 🔗 https://www.wolterskluwerbenefitsguide.com/welcome/
Company Overview
Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.
Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands.
• Ranked by Forbes Magazine as among America’s Best Large Employers for 2022 - #84
• Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023
• WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023
Disclaimer: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.
Our Interview Practices
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
$34,300.00 - $57,400.00 USDThis role is eligible for Bonus.
Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.