Client Services Specialist

SUMMARY:
The Client Services Representative is responsible for supporting clients by providing an all-inclusive, comprehensive customer service experience that encompasses advanced support for issues with deliverables and client requests, answering a wide array of questions that range from general to specific about billing, product and services. The CSR demonstrates excellent customer relations and achieves a high level of quality results in a timely and efficient manner.

ESSENTIAL FUNCTIONS:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Handle incoming requests from customers regarding corporate services, ensuring that issues are resolved both promptly and accurately to achieve first contact resolution.
• Responds to and resolve incoming client and affiliate requests, queries, issues and concerns via phone and email.
• Make daily runs to the Secretary of State and other government agencies as needed.
• Responsible for corporate filings including but not limited to the preparation, review and filing of: Articles of Incorporation/Organization, amendments, fictitious business name/assumed name filings, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance, reinstatements and revivals.
• Responsible for obtaining certificates of status with both the state and revenue departments, conducting name availability and status searches, producing verbal bring-downs, filing and tracking name reservations and registrations, as well as obtaining copies of miscellaneous public record documents.
• Responsible for the preparation, review and filing of various UCC/lien filings, conducting UCC/lien/litigation/bankruptcy searches and copy retrievals, handling county recordings and other searches, and processing corporate document retrieval requests related to UCC requests.
• Any other duties as assigned.

COMPETENCIES, SKILLS AND ABILITIES:

• Ability to prepare routine administrative paperwork.
• Ability to gather, organize, analyze, and compile data.
• Knowledge of general corporate procedures and/or willingness to learn.
• Knowledge of the Uniform Commercial Code and/or willingness to learn.
• Ability to multi-task and effectively handle multiple time-sensitive projects.
• Ability to work both independently and in a team environment.
• Effective communication (verbal and written) and relationship building skills.
• Must be very detail-oriented with strong organizational skills.
• Must be very dependable
• Ability to be self-directed and work efficiently with minimal supervision.
• Exceptional phone etiquette and professional demeanor.
• Must be computer literate; Intermediate level skills with MS Office; Word, Excel and Outlook are required.

EDUCATION / EXPERIENCE:

• Associate degree or equivalent preferred. Minimum 2 years’ experience in customer service or legal industry
• Basic legal, paralegal, or document preparation/editing procedures, and/or willingness to learn.
• Constantly strives to achieve excellence in day-to-day operations of respective department.
• Works collaboratively with all members of management to resolve departmental and organizational challenges expeditiously, economically, professionally and with minimum disruption to the practice.
• Team player approach.

SUPERVISORY RESPONSIBILITIES:

This role is not a supervisor position.

LANGUAGE SKILLS:

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

CERTIFICATES, LICENSES, REGISTRATIONS:

None

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

TRAVEL REQUIREMENTS:

This position does not require travel.

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.

AAP/EEO STATEMENT:

Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

EOE Employer/Vet/Disabled.

If you require reasonable accommodation in the application process, please contact Human Resources for assistance. All other applications must be submitted online.

Job Type: Full-time

Pay: Based on experience.