Customer Service Representative (Change of Agent) – Remote USA R0049353

Wolters Kluwer; United States; Remote; USD 40,000 - 55,000; Full time

Job summary

Wolters Kluwer is seeking a Customer Service Representative to manage the Change of Agent process. This remote role involves helping clients navigate initial onboarding and ensuring compliance through tracking and document management. The ideal candidate will possess a bachelor's degree, strong communication skills, and the ability to multitask effectively in a customer-oriented environment.

Benefits

Medical, Dental & Vision Plans

401(k)

FSA/HSA

Tuition Assistance Plan

Paid Parental Leave

Qualifications

• Bachelor’s degree or 2 years of relevant experience.
• Intermediate skills with MS Office required.

Responsibilities

• Manage the Change of Agent process from inquiry through compliance.
• Prepare and file change and resignation documents with Secretaries of State.
• Assist in training new employees and support other areas as needed.

Skills

Effective communication

Analytical critical thinking

Problem-solving skills

Detail-oriented

Organizational skills

Ability to multitask

Flexibility

Education

Bachelor's degree

Equivalent experience in customer service or legal industry

Tools

MS Office

Job description

Customer Service Representative (Change of Agent) – Remote USA R0049353 | FCC | CT Corporation System Wolters Kluwer

Job Description

As a Customer Service Representative (Change of Agent), you will play a crucial role in supporting our clients and enhancing their experience during their initial onboarding. In this role, you will efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary. You will handle various operational tasks and assist customers with more complex inquiries. This position offers an opportunity to further develop your skills in a dynamic and collaborative environment. This is a remote position and you will report to the Manager, Customer Service and work under the leadership of the Associate Director, Customer Service. This role is a part of FCC | CT Corporation System (DE)- Wolters Kluwer.

Division/BU About Us: https://www.wolterskluwer.com/en/about-us/organization/financial-and-corporate-compliance | https://www.wolterskluwer.com/en/news/wolters-kluwer-completes-acquisition-of-registered-agent-solutions-inc

Required Job Qualifications (2yrs minimum):

• Bachelor’s degree and/or 2 years equivalent experience in customer service or legal industry.
• Must be Intermediate level skills with MS Office; Word, Excel and Outlook are required.

Essential Duties and Responsibilities

• Efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending the deliverables to the client, following up as necessary.
• Prepare and file change and resignation of agent documents with various Secretaries of State, both online and via PDF, as required by each jurisdiction. Communicate effectively with teammates regarding any hold-ups or issues in the Change of Agent process.
• Manage and track the status of ongoing projects and submitted filings.
• Conduct entity compliance audits using Secretary of State websites and other agency resources (e.g., Department of Insurance).
• Maintain filing fee and requirement reference charts; update the forms library and state web links as needed.
• Assist the manager in training new and existing employees; support other areas in the Client Services and Registered Agent Departments as needed.
• Develop, maintain, and update knowledge about the department, services, company, industry, and related departments such as sales, marketing, and accounting.
• Perform other duties as assigned.

Preferred Job Qualifications

• Effective communication (verbal and written); keeps open and respectful lines of communication; treats others with respect and dignity.
• Analytical critical thinking and problem-solving skills.
• Highly detail-oriented with strong organizational skills.
• Ability to work independently, in a team environment, and with minimal supervision.
• Capable of multitasking and managing multiple time-sensitive projects in a fast-paced, high-energy environment.
• Knowledge of general corporate procedures and/or willingness to learn.
• Skilled in gathering, organizing, analyzing, and compiling data.
• Maintains flexibility, manages time effectively, and demonstrates consistent attendance and punctuality.
• Shares information and knowledge to assist coworkers; develops relationships with clients and manages expectations.
• Identify ways to increase efficiency and simplify processes.
• Makes responsible financial decisions for the company and clients.
• Maintains professionalism, a positive attitude, and a professional demeanor and appearance.
• More interested in the solution than the problem.

Additional Information:
Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: 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 - https://www.mywolterskluwerbenefits.com/index.html


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.

· Ranked by Forbes Magazine as among America’s Best Large Employers for 2022 - #84.

· Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023

· WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023.

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re 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.

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