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Wolters Kluwer · 1 day ago

Customer Service Representative - Change of Agent

USA-TX-Austin-Southwest Pkwy

Full-time

Hybrid

Entry Level

$34K/yr - $56K/yr

2+ years exp

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. They are seeking a Customer Service Representative (Change of Agent) to support clients during their onboarding process and manage the Change of Agent process efficiently.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Identify and develop new business opportunities within assigned market

Efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary

Prepare and file change and resignation of agent documents with various Secretaries of State, both online and via PDF, as required by each jurisdiction. Communicate effectively with teammates regarding any hold-ups or issues in the Change of Agent process

Manage and track the status of ongoing projects and submitted filings

Conduct entity compliance audits using Secretary of State websites and other agency resources (e.g., Department of Insurance)

Maintain filing fee and requirement reference charts; update the forms library and state web links as needed

Assist the manager in training new and existing employees; support other areas in the Client Services and Registered Agent Departments as needed

Develop, maintain, and update knowledge about the department, services, company, industry, and related departments such as sales, marketing, and accounting

Perform other duties as assigned

Qualification

Customer service experienceMS Office proficiencyAnalytical skillsOrganizational skillsCommunication skillsProblem-solving skillsDetail-orientedTeamworkTime management