Customer Service Representative (Annual Report Services) – R0060057

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

Customer Service Representative (Annual Report Services) – R0060057

About the Role

This position is responsible for the ongoing management of clients’ annual reports portfolios. This role will be required to work closely with state departments. This position also assists with other ongoing compliance filings in a data-entry oriented system. This position requires exceptional attention to detail, precise response times, and high-volume data and task organization. The representative will be expected to become familiar with numerous of types of reports, compliance requirements, and issuing agencies, and is also responsible for research and database upkeep.

Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Shift Hours

Preferred Shift (9a-6p CST) Flexible

Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Preferred Job Qualifications

(1 yr+ minimum in role with similar skills/responsibilities plus 1 yr+ similar background/industry):

• Must be a positive team player and be able to 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.

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. https://www.wolterskluwerbenefitsguide.com/welcome/

Company Overview

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.

Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time.

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

$29,200.00 - $48,900.00 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.