Corporate Specialist
Location: | Austin, TX / Remote |
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Date Posted: | Jun 14, 2024 |
The Corporate Specialist is responsible for providing services tailored to our clients' business needs, such as producing estimates, orders, and explaining options and additional services. This position is also responsible for providing general account maintenance. The Corporate Specialist requires a high level of interaction with clients at all organizational levels. Precise and professional communication and customer service skills are essential.
Essential duties and responsibilities:
- Build and maintain client relationships by providing excellent customer service.
- Responsible for effectively communicating with clients regarding corporate services.
- 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, but not limited to the preparation, review and filing of: articles of incorporation/organization, amendments, DBA/assumed business names, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance requests, and reinstatements/revivals.
- Responsible for obtaining certificates of status with both the state and revenue departments, conducting name availability and status searches, producing verbal bring-down reports, filing/tracking name reservations and registrations, as well as obtaining copies of miscellaneous public record documents.
- Process apostilles and document authentications and legalizations.
- Responsible for reviewing deliverables and invoices prior to sending to clients.
- Assist with initial client account set up and maintenance.
- Educate and promote additional services such as Registered Agent Services, transactional services, Federal Employer Identification Number (FEIN) services, corporate kits and supplies, business license renewals, and annual report services (ARS).
- Assist clients with queries regarding online accounts, tools, and services.
Job qualifications:
- Exceptional phone etiquette and professional demeanor and appearance.
- Effective communication (verbal and written) and relationship building skills.
- Analytical critical thinking and problem solving skills.
- Must be very detail oriented with strong organizational skills.
- Ability to work both independently and in a team environment.
- Ability to be self-directed and work efficiently with minimal supervision.
- Ability to multitask and effectively handle multiple time sensitive projects.
- Knowledge of general corporate procedures and/or willingness to learn.
- Knowledge of the Uniform Commercial Code and/or willingness to learn.
- Ability to gather, organize, analyze, and compile data.
- Ability to work in a fast-paced, high-energy environment.
- Must be computer literate; Intermediate level skills with MS Office; Word, Excel and Outlook are required.
- Preferred Education: Bachelor's degree and/or 2 years equivalent experience in customer service or legal industry.
Compensation:
- Full-time regular employee;
- Salary - Dependent on experience;
- Medical and Dental benefits available;
- 401(K) Retirement Plan with Match;
- Paid Time-Off (plus paid holidays).