Client Success Coordinator – Registered Agent (Hybrid)

Wolters Kluwer; Austin (TX); Hybrid; USD 41,000 - 69,000; Full time

Job summary

Wolters Kluwer in the United States seeks a Customer Service Coordinator (Registered Agent) to support complex corporate filings and client relationships from a central hub. The role blends project coordination, training, and cross-functional collaboration to ensure accurate and timely service delivery.

Ideal candidates have extensive industry experience, demonstrate strong communication, and can manage multiple priorities.

Qualifications

• Must have 5+ years of experience in corporate and registered agent industry or similar experience in in-house legal/CPA firms.
• Excellent organizational and time management with strong attention to detail.
• Experience with large and complex corporate filings, including 50-state filings.
• Ability to manage multiple projects and train others.

Responsibilities

• Provide direct support to RASi corporate team members and cross-department collaboration.
• Communicate effectively with clients regarding corporate services.
• Manage onboarding for large or high-profile customers.
• Respond to client, affiliate, and vendor inquiries via phone and email.
• Oversee order processing from inquiry to invoicing and follow-up.
• Prepare and file corporate documents: formations, amendments, DBA filings, annual reports, and dissolutions.
• Obtain certificates of status and perform name availability searches.
• Process apostilles and document authentications.
• Serve as main contact for high-priority customers.
• Address non-standard inquiries and troubleshoot complex issues.
• Analyze renewal and upsell opportunities with sales and product teams.
• Review deliverables and invoices before sending to clients.
• Assist with account setup and maintenance.
• Promote additional services such as FEIN, ARS, and corporate kits.

Skills

Strategic Communication

Complex Problem-Solving

Strategic Analytical Skills

Technical Proficiency

CRM Mastery

Customer Advocacy Leadership

Interdepartmental Collaboration

Advanced Training Capabilities

Education

High school diploma or equivalent

Bachelor’s degree or 5+ years in corporate services/registered agent industry

Tools

CRM Software

Job description

Wolters Kluwer in the United States seeks a Customer Service Coordinator (Registered Agent) to support complex corporate filings and client relationships from a central hub. The role blends project coordination, training, and cross-functional collaboration to ensure accurate and timely service delivery.

Ideal candidates have extensive industry experience, demonstrate strong communication, and can manage multiple priorities.