Senior Corporate Specialist

SUMMARY: 

The Senior Corporate 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 requires a high level of interaction with clients at all organizational levels.

Precise and professional communication and customer service skills are essential.

The Senior Corporate Specialist also assists with mentoring new and existing team members.

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.


* 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.


* Act as aid to manager in the training and mentoring of new and existing team members.


* 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.
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