Corporate Client Services Advisor

2 weeks ago

Austin, Texas, United States Capitol Services Full time
Job Overview

Capitol Services is in search of a skilled Corporate Client Service Specialist to enhance our dedicated team.

Established in 1978, Capitol Services has emerged as a premier provider of services tailored for legal and financial professionals across the nation. Our objective is to deliver exceptional, high-quality service to our clients while fostering a collaborative environment that promotes a healthy work-life balance for our employees.

Recognized as one of the "Best Places to Work" by the Austin American-Statesman, we understand that a successful workplace is built on a blend of enthusiasm, commitment, and enjoyment. Becoming part of Capitol Services means collaborating with a top-tier, passionate group of professionals who genuinely care about our mission and the individuals we serve. If this resonates with you, we encourage you to consider this opportunity. Capitol Services is an equal opportunity employer.

Role Responsibilities:

  • Provide timely, effective, and professional communication with clients, colleagues, correspondents, and jurisdiction personnel.
  • Utilize various systems to create transactions and manage different aspects of orders for processing.
  • Prepare proposals for clients, detailing fees and expected turnaround times.
  • Access public record databases to obtain publicly recorded documents and conduct research on filed documents.
  • Review, prepare, and submit filings while adhering closely to applicable rules and regulations.
  • Maintain accurate records throughout transactions to ensure precise outcomes and invoicing.
  • Acquire and uphold a Financial Crimes Enforcement Network (FinCEN) identification number.
  • Submit Beneficial Ownership Information Reports to FinCEN.

Candidate Profile:

  • Industry Experience: Proven expertise in processing orders related to corporate public record filings.
  • Preferred Background: Familiarity with nationwide corporate public record filings.
  • Organizational Skills: Ability to manage multiple tasks and prioritize effectively, demonstrating keen attention to detail and a sense of urgency.
  • Communication Skills: Strong verbal and written communication abilities, with a professional and friendly demeanor.
  • Adaptability: Willingness to embrace new tools and learn processes in a dynamic environment.
  • Coachable Attitude: Openness to instruction and training, with a proactive approach to learning.
  • Positive Mindset: A courteous and respectful approach to customer service, especially in challenging situations.
  • Team Orientation: Capability to work collaboratively and independently, supporting peers while managing individual responsibilities.
  • Reliability: Consistent availability during business hours and commitment to maintaining client confidentiality.
  • Technical Proficiency: Comfort with Microsoft Office applications and Adobe PDF documents.
  • Office Environment: Ability to remain stationary for a significant portion of the workday.

What We Offer:

  • Competitive hourly wage starting at $26.00, commensurate with experience.
  • Comprehensive medical, dental, and vision benefits fully covered for employees.
  • 401(k) plan with employer contributions.
  • Employer-sponsored employee assistance program, along with life and long-term disability insurance.
  • Four weeks of paid time off annually, accruing from the start of employment, plus ten paid holidays.
  • Support for work-life balance, including a hybrid work model with necessary equipment provided after training.
  • Access to a fitness center at the office location.
  • Opportunities for team-building events and professional development.

We encourage interested candidates to submit their resume and cover letter for consideration.

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