Wolters Kluwer

Customer Service Representative (Change of Agent) – On Site Austin, TX R0049353 | FCC | CT Corporation System Wolters Kluwer

Job Description

As a Customer Service Representative (Change of Agent), you will play a crucial role in supporting our clients and enhancing their experience during their initial onboarding. In this role, you will 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. You will handle various operational tasks and assist customers with more complex inquiries. This position offers an opportunity to further develop your skills in a dynamic and collaborative environment.

Division/BU About Us: https://www.wolterskluwer.com/en/about-us/organization/financial-and-corporate-compliance | https://www.wolterskluwer.com/en/news/wolters-kluwer-completes-acquisition-of-registered-agent-solutions-inc

Required Job Qualifications (2yrs minimum):

• Bachelor’s degree and/or 2 years equivalent experience in customer service or legal industry.
• Must be Intermediate level skills with MS Office; Word, Excel and Outlook are required.
• Onsite Position: Office Location - TX-Austin-Southwest Pkwy

Essential Duties and Responsibilities

• 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.

Preferred Job Qualifications

• Effective communication (verbal and written); keeps open and respectful lines of communication; treats others with respect and dignity.
• Analytical critical thinking and problem-solving skills.
• Highly detail-oriented with strong organizational skills.
• Ability to work independently, in a team environment, and with minimal supervision.
• Capable of multitasking and managing multiple time-sensitive projects in a fast-paced, high-energy environment.
• Knowledge of general corporate procedures and/or willingness to learn.
• Skilled in gathering, organizing, analyzing, and compiling data.
• Maintains flexibility, manages time effectively, and demonstrates consistent attendance and punctuality.
• Shares information and knowledge to assist coworkers; develops relationships with clients and manages expectations.
• Identify ways to increase efficiency and simplify processes.
• Makes responsible financial decisions for the company and clients.
• Maintains professionalism, a positive attitude, and a professional demeanor and appearance.
• More interested in the solution than the problem.

Additional Information:

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 - https://www.mywolterskluwerbenefits.com/index.html

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
• CEO Nancy McKinstry ranked 16th by Harvard Business Review of the best performing CEOs in the World.
• WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023.

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 responsibilities and requirements. The job description provided is subject to revision and modification at any time.

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