Client Service Associate

We are looking for a candidate with prior corporate and customer service knowledge to join our team and experience the support, camaraderie and satisfaction that comes from working with a family-oriented professional company. Applicants should be computer-knowledgeable, show a strong proficiency in verbal and written communication and be organized and detail-oriented.

Our commitment to integrity, fairness, fun and strong financial performance makes us an ideal alternative to the traditional “all business” organization. For consideration, please send us your resume.

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

• 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
• Bachelor’s or associate degree
• 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, M-F Hours: 9:00am – 5:00pm