Customer Service Representative, Wolters Kluwer

Change of Agent

$34.3-57.4k

This role is eligible for Bonus

Excel

Entry and Junior level

Austin

8 days/month in office

2+ days a week in office

AI-powered solutions for professionals

Open for applications

AI-powered solutions for professionals

1001+ employees

B2BEnterpriseLegalBusiness IntelligenceFinancial ServicesAutomation

Open for applications

$34.3-57.4k

This role is eligible for Bonus

Excel

Entry and Junior level

Austin

8 days/month in office

2+ days a week in office

1001+ employees

B2BEnterpriseLegalBusiness IntelligenceFinancial ServicesAutomation

Company mission

To help customers make critical decisions every day by providing expert solutions tha to combine deep domain knowledge with technology.

Job

Company

Role

Who you are

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
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

What the job involves

The Customer Service Representative role offers growth potential opportunities, professional development, an engaging team environment, and amazing benefits
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
Identify and develop new business opportunities within assigned market
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

Our take

For over 185 years, Wolters Kluwer has been innovating the way professionals and businesses work. The company has expanded to offer a substantial range of services across the Health, Tax & Accounting, Finance, Compliance, and Legal sectors.

While operating across so many sectors comes with an extensive range of competition, Wolters Kluwer serves customers in over 180 countries, which has been managed, in part, due to its 70+ acquisitions. For example, the company has recently acquired leading artificial intelligence technology company Della AI, which will become part of its legal software unit, to further advance its natural language processing capabilities.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Led by a woman

Glassdoor (3.7)

Company

Company HQ

Alphen aan den Rijn, Netherlands

Leadership

Nancy McKinstry

(CEO & Chairman of the Executive Board, not founder)

Held various roles at the company before being named CEO in 2003. Current Member of the Board of Directors at various companies including Accenture, Abbot, Russel Reynolds Associates, and Columbia Business School.

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