Prod - Client Services Specialist

2 months ago

Albany, New York, United States Lexitas Full time

SUMMARY:

The Client Services 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 Client Services Specialist requires a high level of interaction with clients at all organizational levels. Precise and professional communication and customer service skills are essential.

Essential Functions:

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

Build and maintain client relationships by providing excellent customer service.Build and maintain relationships with Secretary of State staff by exemplifying RASi core values.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.Create and maintain filing fees/requirements reference charts.Assist with answering phone calls and routing to the appropriate department.Any other duties of similar or lesser nature as required.COMPETENCIES, SKILLS AND ABILITIES:Must be a positive team player and be able to effectively communicate with colleagues and clients. You are required to multi-task, accept directions well, possess a strong attention to detail and manage your time wisely. Must be computer literate; Intermediate level skills with MS Office; Word, Excel and Outlook are required.Able to be self-directed and work efficiently with minimal supervision.Excellent attendance and punctuality.Strong critical thinking and problem-solving skills are required. Able to work in a fast-paced, high-energy environment. Ensure superior customer service is always provided and maintain a high level of professionalism.Knowledge of most corporate services.
EDUCATION / EXPERIENCE:High school diploma or equivalent required.Preferred Education: Bachelor's degree Preferred Experience: 2-4 years' experience in corporate services/registered agent industry. 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

No travel required

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 at for assistance. All other applications must be submitted online. Apply Now Other details

Pay Type Hourly Min Hiring Rate $18.00 Max Hiring Rate $22.00

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