Client Service Representative – NY/NJ/CT 

(Fully remote work with the occasional in-person office meeting or training session.)

 

As our Client Service Representative, you’ll be the vital link between our clients and our corporate and UCC services.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Responsible for obtaining certificates of status with both the state and revenue departments, conducting name availability and status searches, producing verbal bring-downs, filing and tracking name reservations and registrations, as well as obtaining copies of miscellaneous public record documents.
  • File UCC documents including financing statements, assignments, amendments, terminations, etc.
  • Responsible for effectively communicating with clients regarding corporate and UCC services.
  • Responds to and resolve incoming client and affiliate 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 but not limited to the preparation, review and filing of: Articles of Incorporation/Organization, amendments, fictitious business name/assumed name filings, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance, reinstatements and revivals.
  • Any other duties of similar or lesser nature as required.

JOB QUALIFICATIONS:

  • Preferred Education: Associate’s degree and/or 2 years equivalent experience in customer service or legal industry.
  • Ability to gather, organize, analyze, and compile data.
  • Ability to multitask and effectively handle multiple time sensitive projects.
  • Ability to work both independently and in a team environment.
  • Effective communication (verbal and written) and relationship building skills.
  • Must be very detail oriented with strong organizational skills.
  • Ability to be self-directed and work efficiently with minimal supervision.
  • Exceptional phone etiquette and professional demeanor.
  • Must be computer literate; Intermediate level skills with MS Office; Word, Excel and Outlook are required.
  • Must have knowledge of general corporate procedures and filings.
  • Must have knowledge of the Uniform Commercial Code.

 

Base salary from: $65,000 + Quarterly Sales Bonus