Customer Service Consultant providing support and solutions to enhance clients' financial lives. Delivering personalized care and resolving inquiries creatively and effectively.
About the role
- Customer Service Representative supporting corporate services and registered agent solutions. Collaborating with internal teams and managing client requests via email and phone while ensuring timely processing.
Responsibilities
- Provide direct support to and collaborate with other RASi corporate team members or across departments
- Respond and resolve incoming client, affiliate, and vendor/correspondent requests, queries, issues and concerns via phone and email
- Efficiently manage the entire order process from initial client inquiry through processing, invoicing and follow up
- Responsible for corporate filings including preparation, review and filing of articles of incorporation/organization, amendments, DBA/assumed business names, etc.
- Process apostilles and document authentications and legalizations
- Assist clients with queries regarding online accounts, tools, and services
Requirements
- High school diploma or equivalent required
- Bachelor’s degree preferred
- 1+ years of experience in corporate services/registered agent industry, or similar content knowledge from an in-house legal team, law firm, or CPA firm position
- Excellent communication skills
- Strong critical thinking and problem-solving skills
- Basic computer and software proficiency
- Intermediate level skills with MS Office; Word, Excel and Outlook are required
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
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