Customer Service Representative (Change of Agent) - Remote USA - Expert Client Support Specialist for Wolters Kluwer's Financial and Corporate Compliance Division

Join Wolters Kluwer as a Customer Service Representative (Change of Agent) and Elevate Your Career in Financial and Corporate Compliance

Wolters Kluwer, a global leader in professional information, software solutions, and services, is seeking a highly skilled and dedicated Customer Service Representative (Change of Agent) to join its Financial and Corporate Compliance division. As a key member of the customer service team, you will play a vital role in supporting clients and enhancing their experience during their initial onboarding. This is an exciting opportunity to work with a renowned organization that has been recognized as one of America's Best Large Employers by Forbes Magazine and ranked among the Most Trustworthy Companies by Newsweek.

About Wolters Kluwer's Financial and Corporate Compliance Division

Wolters Kluwer's Financial and Corporate Compliance division is a trusted provider of expert solutions for financial and corporate compliance professionals. The division offers a range of services, including registered agent solutions, compliance auditing, and filing services. As a Customer Service Representative (Change of Agent), you will be an integral part of this team, working closely with clients, sales teams, and other stakeholders to ensure seamless onboarding and compliance.

Key Responsibilities

• Efficiently manage the Change of Agent process from initial client inquiry through compliance audit, order processing, and sending deliverables to clients, 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.
• Maintain filing fee and requirement reference charts; update 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.
• Perform other duties as assigned.

Essential Qualifications

To be considered for this role, you must have:

• A Bachelor's degree and/or 2 years of equivalent experience in customer service or the legal industry.
• Intermediate-level skills with MS Office, including Word, Excel, and Outlook.

Preferred Qualifications

The ideal candidate will possess:

• Effective communication (verbal and written) skills, with the ability to maintain open and respectful lines of communication.
• Analytical critical thinking and problem-solving skills.
• Highly detail-oriented with strong organizational skills.
• The ability to work independently, in a team environment, and with minimal supervision.
• The capacity to multitask and manage multiple time-sensitive projects in a fast-paced environment.
• Knowledge of general corporate procedures and/or a willingness to learn.
• Skills in gathering, organizing, analyzing, and compiling data.
• Flexibility, effective time management, and consistent attendance and punctuality.
• The ability to share information and knowledge to assist coworkers and develop relationships with clients.

What We Offer

Wolters Kluwer offers a comprehensive benefits package, including:

• Medical, Dental, and Vision Plans
• 401(k) plan
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

For more information on our benefits, please visit https://www.mywolterskluwerbenefits.com/index.html.

Career Growth and Development

As a Customer Service Representative (Change of Agent) at Wolters Kluwer, you will have opportunities to develop your skills and advance your career. You will work in a dynamic and collaborative environment, with access to training and development programs to help you succeed. Our company culture values innovation, teamwork, and customer satisfaction, providing a supportive and engaging work environment.

Work Environment

This is a remote position, allowing you to work from anywhere in the USA. As a remote employee, you will be expected to maintain a high level of productivity and communication with your team and management.

Why Join Wolters Kluwer?

Wolters Kluwer is a global organization with a reputation for excellence and a commitment to innovation. By joining our team, you will become part of a community that values:

• Innovation and expertise
• Customer satisfaction and loyalty
• Collaboration and teamwork
• Diversity, equity, and inclusion
• Professional growth and development

We are proud to be recognized as one of America's Best Large Employers by Forbes Magazine and ranked among the Most Trustworthy Companies by Newsweek. Our commitment to excellence and customer satisfaction makes us an exciting and rewarding place to work.

Equal Employment Opportunity

Wolters Kluwer U.S. Corporation is an Equal Opportunity/Affirmative Action employer. We welcome applications from diverse candidates and ensure that all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Apply Now

If you are a motivated and customer-focused professional looking to join a dynamic team, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to be considered for this role.

Wolters Kluwer is committed to creating a diverse and inclusive work environment. We welcome applications from candidates who share our values and are passionate about delivering exceptional customer service.

Apply Now