Corporate Client Service Specialist

This is a fully remote position, open to applicants in Washington.

📋 Description

• You will be delivering support and services to clients by processing and managing orders related to corporate public record filings and document retrieval.

• Engage with clients, colleagues, correspondents, jurisdiction employees, and others in a prompt, effective, and professional manner.

• Leverage systems to create transactions and allocate different parts of the order to coworkers, correspondents, or state/county offices for processing.

• Prepare proposals for clients, outlining fees and expected turnaround times.

• Access public record websites to file and obtain publicly recorded documents.

• Review, prepare, and submit filings while closely adhering to relevant rules and regulations.

• Maintain accurate records throughout transactions to ensure precise outcomes and invoicing.

⛳️ Requirements

• You possess direct and relevant experience in nationwide corporate transactions, including but not limited to formations, mergers, conversions, qualifications, amendments, withdrawals, dissolutions, and document retrieval.

• You have over 5 years of experience in corporate public record filings and document retrieval.

• Strong organizational and time management abilities: You can effectively multi-task and prioritize projects and assignments.

• You demonstrate keen attention to detail and maintain a reasonable sense of urgency when completing orders.

• You exhibit excellent verbal and written communication skills.

• You are enthusiastic about utilizing new tools and learning new processes and technologies.

• You are adaptable to shifting priorities while thriving in a fast-paced and high-stress environment.

• You show a positive attitude and maintain courtesy and professionalism even during challenging conversations.

• You are a dependable individual capable of adhering to an assigned work schedule.

🏝️ Benefits

• Discretionary bonus awarded annually, based on both company and individual performance, typically amounting to 4 weeks of pay.

• Fully remote position with work-from-home equipment provided.

• Three medical plans available, including a 100% employer-paid option for employees.

• 100% employer-covered dental and vision benefits for employees.

• 401(k) plan with scheduled employer contributions.

• Employer-funded employee assistance program, along with life and long-term disability insurance.

• Four weeks of paid time off per year, accruing from the start date, plus 10 paid holidays.

• Opportunities for learning and development.