Account Manager Specialist

Socket.dev; Frisco (TX); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Paid parental leave

Health and wellbeing benefits

401k matching

Disability & life insurance

Career development opportunities

Job summary

Computershare is seeking an Account Specialist to support the Account Management team with temporary coverage and exceptional client service. You’ll coordinate with internal teams to resolve issues, maintain continuity, and assist with client requests while developing expertise in Registered Agent and formation services.

You will work in a hybrid role based in Frisco, TX, with some days in the office and flexibility for remote work.

Qualifications

• Experience in account management, customer service, client success, compliance services, corporate services, legal support services, or a related business environment.
• Strong written and verbal communication skills.
• Ability to build positive relationships with clients and internal stakeholders.
• Strong organizational skills and ability to manage multiple priorities.
• Excellent attention to detail and follow-through.
• Ability to independently research issues and identify appropriate solutions.
• Strong customer service mindset and commitment to service excellence.
• Proficiency with Microsoft Office applications.
• Ability to effectively communicate status updates, resolve issues, and manage competing priorities professionally

Responsibilities

• Providing coverage for Account Managers during vacations, leave periods, and staffing transitions
• Managing routine client inquiries, requests, and service-related issues
• Supporting client communications and maintaining a high level of service continuity
• Partnering with Operations, Service of Process, Document Services, Compliance, and other internal teams to support client needs
• Maintaining accurate client records, account notes, and follow-up activities within required systems
• Assisting with account transitions and client service initiatives
• Supporting retention efforts and helping ensure client expectations are consistently met
• Identifying opportunities to improve processes, efficiency, and client experience
• Developing expertise across Registered Agent services, Business Compliance, and Formation Services offerings

Skills

Account management

Communication

Relationship building

Organizational skills

Attention to detail

Issue research

Customer service mindset

Microsoft Office

Status updates

Tools

Microsoft Office

Job description

Location: North Palm Beach, FL | Frisco, TX (Hybrid)

In this position, you'll be based in one of our offices for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.

We give you a world of potential

The Account Management team plays a critical role in delivering exceptional service to clients across Registered Agent, Business Compliance, Formation Services, and related corporate services offerings. As an Account Specialist, you'll serve as a flexible resource that helps ensure continuity of service, supports client retention efforts, and provides coverage during account transitions and team absences.

This role offers an excellent opportunity to deepen your knowledge of Registered Agent services, Corporate Compliance, and Client Relationship Management while partnering closely with Account Managers and operational teams across the business.

A role you will love

As an Account Specialist, you'll support the Account Management team in delivering exceptional client service and operational excellence. Acting as a "rover" resource, you'll provide temporary account coverage when Account Managers are unavailable, assist with client requests, coordinate with internal teams to resolve issues, and help ensure a seamless client experience.

While this role does not maintain a dedicated book of business, you'll perform many of the same client-facing and operational responsibilities as an Account Manager, making it an excellent opportunity for someone looking to expand their client management experience.

Other key responsibilities include:

• Providing coverage for Account Managers during vacations, leave periods, and staffing transitions
• Managing routine client inquiries, requests, and service-related issues
• Supporting client communications and maintaining a high level of service continuity
• Partnering with Operations, Service of Process, Document Services, Compliance, and other internal teams to support client needs
• Maintaining accurate client records, account notes, and follow-up activities within required systems
• Assisting with account transitions and client service initiatives
• Supporting retention efforts and helping ensure client expectations are consistently met
• Identifying opportunities to improve processes, efficiency, and client experience
• Developing expertise across Registered Agent services, Business Compliance, and Formation Services offerings

What will you bring to the role?

Required:

• Experience in account management, customer service, client success, compliance services, corporate services, legal support services, or a related business environment
• Strong written and verbal communication skills
• Ability to build positive relationships with clients and internal stakeholders
• Strong organizational skills and ability to manage multiple priorities
• Excellent attention to detail and follow-through
• Ability to independently research issues and identify appropriate solutions
• Strong customer service mindset and commitment to service excellence
• Proficiency with Microsoft Office applications
• Ability to effectively communicate status updates, resolve issues, and manage competing priorities professionally
  

Preferred:

• Experience within the Corporate Business Services industry
• Knowledge of Registered Agent services
• Experience supporting Business Compliance, Formation Services, corporate governance, or legal entity management activities
• Experience within customer success, account management, or client relationship roles
• SaaS customer success experience
• Experience contributing to process improvements and operational excellence initiatives

Rewards designed for you

• Paid parental leave flexible working and a caring and inclusive culture
• Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
• Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
• Income protection Our package includes short and long-term disability benefits, life insurance and supplemental life insurance
• And more.Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub

Computershare will use data analytics and artificial intelligence systems to help recruiters analyze and assess candidate and application information. These systems make our application and review process more efficient and assist our team in identifying candidates based on professional qualifications, skills and experience commensurate with the role applied for. All outputs from these systems are evaluated by our recruiters and are not the sole source of whether to consider a candidate for employment.

A company to be proud of

We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

Fairness and culture

We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.