Client Services Specialist - Annual Reports & Compliance

Wolters Kluwer; Texas; On-site; USD 29,000 - 49,000; Full time

Benefits offered by this job

Medical plans

Dental plans

Vision plans

401(k)

FSA/HSA

Tuition Assistance Plan

Vacation and Sick Time

Paid Parental Leave

Job summary

Wolters Kluwer is seeking a Customer Service Representative for Annual Report Services to oversee ongoing client annual reports portfolios and coordinate with state agencies.

The role emphasizes high-volume data entry, research, and maintaining accurate customer records while delivering timely responses and ensuring compliance across filings. Candidates must be detail-oriented, collaborative, and able to manage multiple tasks in a fast-paced environment.

Qualifications

• Must be a positive team player and effectively communicate with colleagues and clients.
• You are required to multi-task, accept directions well, possess a strong attention to detail and manage your time wisely.
• Intermediate Problem-Solving: Can handle moderately complex issues effectively. Strong critical thinking and problem-solving skills are required.
• Organizational Skills: Manages time and tasks efficiently.
• Advanced Product Knowledge: Good understanding of multiple product/service features.
• Computer literacy and able to learn the use of new software with ease.
• QA Understanding: Knowledge of quality assurance standards.

Responsibilities

• Respond to a wider range of customer inquiries about RASi's services and the role of a registered agent.
• Resolve moderately complex customer issues and complaints.
• Efficiently manage the annual report submission process based on RASi’s proprietary database and worksite.
• Efficiently manage the follow-up of Reporting issues, including obtaining required client data, signatures, and supporting documents.
• Efficiently manage the onboarding of Annual Report Services clients.
• Responsible for effectively communicating with other RASi teams regarding delays, issues, or other blocks in the compliance process.
• Document and upscale unresolved issues as needed.
• Update and maintain customer records.
• Conduct follow-ups to ensure customer satisfaction.
• Adhere to compliance and quality standards.

Skills

Communication

Multitasking

Attention to detail

Time management

Problem solving

Organizational skills

Product knowledge

Computer literacy

Job description

Wolters Kluwer is seeking a Customer Service Representative for Annual Report Services to oversee ongoing client annual reports portfolios and coordinate with state agencies.

The role emphasizes high-volume data entry, research, and maintaining accurate customer records while delivering timely responses and ensuring compliance across filings. Candidates must be detail-oriented, collaborative, and able to manage multiple tasks in a fast-paced environment.