Customer Service Operations Associate, Filing Manager

RXinsider LTD.; City of White Plains (NY); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k)

FSA/HSA

Commuter Benefits

Tuition Assistance

Job summary

Wolters Kluwer is seeking a Customer Service Operations Associate (CSOA) - Filing Manager to join the Account Services Department within CT's Business Licensing team. The role focuses on preparing and submitting applications to obtain, amend, renew, or close licenses for clients.

The CSOA collaborates with the Customer Success Associate-Account Managers to ensure timely fulfillment of filing orders and maintains documentation in our internal systems.

Qualifications

• Minimum Bachelor's degree, or equivalent experience.
• 1-2 years of data entry and/or licensing experience is preferred.

Responsibilities

• Prepare and file standard, advanced and specialized applications and renewals across a variety of clients and industries.
• Submit 50-100 applications per week (varies based on complexity of filings).
• Work closely with CSAs to ensure timely fulfillment of all filing orders and to resolve barriers to licensure.
• Ensure changes to filing processes are documented in the internal database by relaying changes to BL's onboarding/research teams.
• Operate efficiently within an internal collaborative team environment.
• Other duties as assigned.

Skills

Interpersonal skills

Tact and discretion

Attention to detail

Time management

Organization

Customer focus

Windows/Office skills

Adobe PDF

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Adobe PDF

Job description

The Customer Service Operations Associate ("CSOA") - Filing Manager is a member of the Account Services Department within CT's Business Licensing ("BL'') Team. The CSOA is primarily responsible for preparing and submitting applications necessary to obtain, amend, renew or close licenses and registrations for our clients.

Essential Duties and Responsibilities:

• Prepare and file standard, advanced and specialized applications and renewals across a variety of clients and industries
• Submit 50-100 applications per week (varies based on complexity of filings)
• Work closely with Customer Success Associate-Account Managers ("CSA") to ensure timely fulfillment of all pending filing orders and to resolve any barriers to licensure
• Ensure that any changes to the filing process are documented within our internal database by relaying any such changes to BL'.s onboarding and/or research teams
• Operate efficiently within an internal collaborative team environment
• Other duties as assigned

Job Qualifications:

• Minimum Bachelor's degree, or equivalent experience
• 1-2 years of data entry and/or licensing experience is preferred

Other Knowledge, Skills, Abilities or Certifications:

• Exceptional interpersonal skills to communicate with government agencies and colleagues
• Use of considerable tact and discretion when dealing with sensitive data
• Ability and desire to work in a fast paced environment
• Outstanding skills using personal computers in a Windows-based environment (including Microsoft Office Suite and Adobe PDF)
• Excellent attention to detail and high degree of accuracy and consistency
• Top of the line organization skills in all facets of project workflow
• Superb time management skills
• Ability to maintain a customer centric focus and work ethic at all times

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

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

Compensation

$35,000.00 - $58,600.00 USD

This role is eligible for Bonus.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: 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 upon request.