Corporate Client Service Specialist

Capitol Services; Austin (TX); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Discretionary bonus

Medical plans

Dental and vision

401(k)

Employee assistance program

Life insurance

Paid time off

Hybrid work model

Training & events

Job summary

Capitol Services in Austin, TX is hiring a Corporate Client Service Specialist to join our growing team. In this role you will support clients by processing corporate filings and document retrieval, working full-time 9am-6pm CST, Monday through Friday.

You will communicate with clients and colleagues, build transactions in our systems, prepare proposals, and ensure accurate records and invoicing. A customer-focused, detail-oriented team player who thrives in a fast-paced environment will excel.

Qualifications

• Experience in nationwide corporate transactions or filings is preferred.
• 5+ years in corporate public record filings and document retrieval is desirable.
• Strong written and verbal communication, professional client interaction.
• Ability to multi-task, prioritize, and meet deadlines.
• Comfortable using MS Office suite and PDF documents.

Responsibilities

• Communicate with clients, coworkers, correspondents, jurisdiction employees, and others in a timely, effective, and professional manner.
• Build transactions in systems and release order portions to coworkers or offices for processing.
• Generate proposals for clients, including fees and turnaround expectations.
• Access public record websites to file and retrieve documents.
• Review, prepare, and submit filings with attention to rules and regulations.
• Maintain clear records throughout transactions for accurate results and invoicing.

Skills

Client communication

Organizational skills

Time management

Attention to detail

Team player

Adaptability

Problem solving

Coachable

Positive attitude

Microsoft Office

Tools

Microsoft Outlook

Word

Excel

Adobe PDF

Job description

Capitol Services is currently seeking a Corporate Client Service Specialist to join our growing team!

Capitol Services was founded in 1978 and has become a leading provider of services to legal and financial professionals nationwide. Our mission is to provide friendly, high-value, and superior service to our clients amid a collaborative atmosphere that encourages a balanced work-life experience for our employees.

Named one of the "Best Places to Work" by the Austin American-Statesman, we know that it takes the right mix of passion, dedication, and fun to make a well-rounded workplace. Joining the Capitol Services team means working with a best-in-class, passionate team of professionals that truly cares about the work we do and the people we do it for. If that sounds like an environment you'd like to be a part of, we'd love to talk to you! Capitol Services is an equal opportunity employer.

About the role:

You will be working in our Austin, TX location providing support and service to clients by receiving and processing orders related to corporate public record filings and document retrieval. This role involves working full-time from 9am to 6pm CST, Monday through Friday.

What You Will Do

• Communicate with clients, coworkers, correspondents, jurisdiction employees, and others in a timely, effective, and professional manner
• Utilize systems to “build” transactions and release various portions of the order to coworkers, correspondents, or state/county offices for processing
• Generate proposals for clients, including fees and turnaround expectations
• Access public record websites to file and retrieve publicly recorded documents
• Review, prepare, and submit filings, paying close attention to rules and regulations
• Maintain clear records throughout transactions to ensure accurate results and invoicing

Who You Are

• Experience: You have direct and relevant industry experience in nationwide corporate transactions, including, but not limited to, formations, mergers, conversions, qualifications, amendments, dissolutions, withdraws, and document retrieval.
• Preferred: You have 5+ years of experience in corporate public record filings and document retrieval.
• Strong organizational and time management skills: You have the ability to multi-task and prioritize projects / assignments. You have a strong attention to detail and exhibit a reasonable sense of urgency when processing orders to completion.
• Excellent communication skills: You have excellent verbal and written communication skills. You communicate in both a professional and friendly manner with clients, coworkers, correspondents, and others.
• Adaptable: You are eager to use new tools and learn new processes and technologies. You can adapt to changing priorities while working in a fast-paced and high-stress environment. You have strong problem-solving skills to address any challenges that may arise.
• Coachable: You have the ability to retain and implement instruction and training. You are open to learn and navigate our current processes and systems. You are not afraid to ask questions.
• Positive attitude: You demonstrate a positive attitude. You are courteous and polite, especially when navigating through difficult conversations, problems, or complaints that may arise.
• Team player: You are able to work in both a team and independent setting. You tend to foster support and dependability towards your peers while also getting your individual tasks done within specific time constraints.
• Reliable: You are able to work during our regular business hours in our Austin office. You are a punctual individual and able to follow an assigned work schedule. You are able to maintain client confidentiality at all times.
• Technical competencies: You are comfortable using Microsoft Software (Outlook, Word, and Excel) and interacting with Adobe PDF documents.
• Office environment: You are able to remain in a stationary position 75% of the time.

What We Offer You

• $26.00 to 35.00 hourly rate
• Discretionary bonus awarded annually, depending on company and individual-level performance, typically 4 weeks of pay
• 3 medical plans to choose from including a 100% employer-paid option for the employee
• 100% employer-paid dental and vision benefits for the employee
• 401(k) with scheduled employer contribution
• Employer-paid employee assistance program, as well as life and long-term disability insurance
• 4 weeks of paid time off annually, which begins accruing upon hire, and 10 paid holidays
• Encouraged work-life balance including a hybrid working model with WFH equipment provided following successful training
• Office team events and learning development opportunities

Applicants have rights under Federal Employment Laws. Please review your rights below:

Equal Employment Opportunity (EEO)

Employee Polygraph Protection Act (EPPA)

Family and Medical Leave Act (FMLA)

Please review our Privacy Policy for information on our practices regarding your personal information. Capitol Services participates in E-Verify.