Hybrid Compliance & Annual Report Specialist

Wolters Kluwer

Austin (TX)

Hybrid

USD 29,000 - 49,000

Full time

5 days ago
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
401(k)
Tuition Assistance
Paid Parental Leave

Job summary

Wolters Kluwer in Austin, TX is hiring a Customer Service Representative for Annual Report Services. The role focuses on managing clients’ annual report portfolios, collaborating with state agencies, and handling data-entry tasks with high accuracy and speed.

Hybrid work with in-office days and a strong emphasis on research, documentation, and cross-team communication. The ideal candidate has 1+ year in similar roles, sharp attention to detail, and solid problem-solving abilities.

Qualifications

  • 1 year+ minimum in role with similar skills/responsibilities and background/industry
  • Positive team player with effective communication
  • Intermediate to advanced problem-solving and critical thinking
  • Strong organizational and time-management abilities
  • Good understanding of multiple product/service features
  • Computer literacy and ability to learn new software
  • 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 elevate 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
Problem solving
Organizational skills
Product knowledge
Computer literacy
QA understanding

Job description

Wolters Kluwer in Austin, TX is hiring a Customer Service Representative for Annual Report Services. The role focuses on managing clients’ annual report portfolios, collaborating with state agencies, and handling data-entry tasks with high accuracy and speed.

Hybrid work with in-office days and a strong emphasis on research, documentation, and cross-team communication. The ideal candidate has 1+ year in similar roles, sharp attention to detail, and solid problem-solving abilities.

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