Client Service Associate

We’re seeking a motivated professional with corporate and customer service experience to join our collaborative, family-oriented team. If you’re detail-driven, tech-savvy, and thrive in a supportive environment, we’d love to hear from you.

Responsibilites

• Process basic corporate filings, document retrievals, searches, UCC Searches and filings, and other entity-related transactions while ensuring accuracy, quality, and timely execution.
• Research public records and review corporate documents using internal systems and external resources.
• Maintain accurate records, process billing activities, and ensure compliance with company standards and procedures.
• Collaborate with teammates to achieve team goals, share knowledge, and identify opportunities to improve operational efficiency and the client experience.

Requirements

• Bachelor’s degree preferred.
• Advancement from Previous level, industry experience or similar professional experience
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams)
• Strong organizational, multitasking, and communication skills
• Excellent customer service mindset with strong interpersonal skills
• Detail-oriented, organized, and capable of managing multiple priorities under deadlines
• Adaptability, teamwork, and ability to learn and train others in proprietary systems
• Familiarity with loan transactions, mergers and acquisitions, or corporate filings
• Experience in legal, compliance, financial services, or corporate support environments

Additional Information

Job Type: Remote/Hybrid, M-F Hours: 9:30 a.m. – 5:30 p.m. Salary Range: $45K-$50K