Customer Service Representative
Core
Manage clients' annual report portfolios, assist with compliance filings, and handle customer inquiries regarding registered agent services.
Role type
Customer Service Representative (Compliance & Data Entry)
Builds
Annual report submissions and compliance filings for state departments
Domain
Corporate compliance, tax, and accounting
Required skills
Data entry, attention to detail, time management, problem-solving, customer communication, database management, compliance knowledge
Responsibilities
Respond to customer inquiries about annual report services and registered agent roles, resolve moderately complex customer issues and complaints, manage the annual report submission process using proprietary databases, follow up on reporting issues to obtain client data and signatures, onboard new annual report service clients, update and maintain customer records, document and escalate unresolved issues, conduct follow-ups to ensure customer satisfaction, adhere to compliance and quality standards
Seniority
Entry to Mid-level, individual contributor