Hybrid: Client Success Account Specialist

Computershare U.S.; Frisco (TX); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Paid parental leave

Flexible working

401k matching

Income protection

Job summary

Computershare U.S. in Frisco, TX (Hybrid) is seeking an Account Specialist to provide coverage for Account Managers, handle client inquiries, and support service continuity.

You will collaborate with Operations, Service of Process, Document Services, and Compliance teams to sustain high-quality client service and client retention while expanding your knowledge of Registered Agent services, Business Compliance, and Formation Services.

Qualifications

• Experience in account management, customer service, client success, compliance services, corporate services, legal support services, or a related business environment.
• Strong written and verbal communication skills.
• Ability to build positive relationships with clients and internal stakeholders.
• Strong organizational skills and ability to manage multiple priorities.
• Excellent attention to detail and follow-through.
• Ability to independently research issues and identify appropriate solutions.
• Strong customer service mindset and commitment to service excellence.
• Proficiency with Microsoft Office applications.
• Ability to effectively communicate status updates, resolve issues, and manage competing priorities professionally.
• Experience within Corporate Business Services industry (preferred).
• Knowledge of Registered Agent services (preferred).
• Experience supporting Business Compliance, Formation Services, corporate governance, or legal entity management activities (preferred).
• SaaS customer success experience (preferred).
• Experience contributing to process improvements and operational excellence initiatives (preferred).

Responsibilities

• Providing coverage for Account Managers during vacations, leave periods, and staffing transitions.
• Managing routine client inquiries, requests, and service-related issues.
• Supporting client communications and maintaining a high level of service continuity.
• Partnering with Operations, Service of Process, Document Services, Compliance, and other internal teams to support client needs.
• Maintaining accurate client records, account notes, and follow-up activities within required systems.
• Assisting with account transitions and client service initiatives.
• Supporting retention efforts and helping ensure client expectations are consistently met.
• Identifying opportunities to improve processes, efficiency, and client experience.
• Developing expertise across Registered Agent services, Business Compliance, and Formation Services offerings.

Skills

Account management

Customer service

Communication skills

Organization

Attention to detail

Problem solving

Microsoft Office

Status updates

Job description

Computershare U.S. in Frisco, TX (Hybrid) is seeking an Account Specialist to provide coverage for Account Managers, handle client inquiries, and support service continuity.

You will collaborate with Operations, Service of Process, Document Services, and Compliance teams to sustain high-quality client service and client retention while expanding your knowledge of Registered Agent services, Business Compliance, and Formation Services.