Customer Service Coordinator – Registered Agent

Wolters Kluwer

. Provide direct support to and collaborate with corporate team members and departments .

Posted 10/23/2026full-timeAustin • Texas • United StatesMid-LevelSenior💰 $40,500 - $69,150 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of corporate document retrieval and 50-state filing processes, along with strong communication and problem-solving skills. Capable of managing complex onboarding and providing specialized training to clients in the corporate services sector.

Highest-signal resume keywords

50-State Filing KnowledgeCorporate Document RetrievalHigh-Impact Communication SkillsCRM System ManagementComplex Problem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Corporate Document Retrieval50-State Filing KnowledgeComplex Data AnalysisTraining and Education DeliveryOrder Process Management

Soft Skills

High-Impact CommunicationProblem SolvingCollaborationClient Relationship Management

Tools & Technologies

CRM System

Industry Keywords

Corporate ServicesRegistered Agent ServicesIncorporationsAmendmentsApostillesLegalizationsAnnual ReportsMergersConversionsDBAs

About the role

Key responsibilities & impact

Provide direct support to and collaborate with corporate team members and departments
Communicate with clients regarding corporate services
Manage complex onboarding processes for large or high-profile customers
Respond to and resolve client, affiliate, and vendor/correspondent requests via phone and email
Manage the entire order process from client inquiry through processing, invoicing, and follow-up
Prepare, review, and file corporate documents including formations, amendments, DBAs, annual reports, mergers, conversions, withdrawals, dissolutions, tax clearances, and reinstatements
Obtain certificates of status, conduct name availability and status searches, produce verbal bring-down reports, track name reservations and registrations, and obtain public-record documents
Process apostilles, document authentications, and legalizations
Act as main point of contact for high-priority customers
Address non-standard inquiries and troubleshoot specialized issues
Analyze renewal and upselling opportunities with sales and product teams
Review deliverables and invoices before sending to clients
Assist with client account setup and maintenance
Educate clients about Registered Agent Services, transactional services, FEIN services, corporate kits and supplies, business license renewals, and annual report services
Provide specialized training for online accounts, tools, and services
Create and maintain filing-fee and requirements reference charts
Answer and route phone calls
Assist the manager with training and mentoring team members
Perform other duties of similar or lesser nature as required

Requirements

What you’ll need

High school diploma or equivalent required
5+ years of exclusive experience within the corporate and registered agent industry, or similar content knowledge from an in-house legal team, law firm, or CPA firm position (preferred)
Fluent knowledge of corporate document retrievals, including plain/certified copies, good standings, certificates of fact, certificates reciting, and tax status/good standings
Extensive 50-state filing knowledge for incorporations, formations, qualifications/registrations, amendments, annual reports, reinstatements, dissolutions, DBAs, apostilles/legalizations
Experience with complex 50-state filings for mergers, conversions, re-domestications, withdrawals, tax clearances, and address changes
High-impact verbal and written communication skills
Ability to address and solve intricate problems
Advanced skills in analyzing and acting on complex data
Thorough knowledge of all product/service facets
Expert-level CRM system use and management
Proficiency in delivering complex training and education sessions
Ability to effectively present information and respond to questions from internal and external customers whose first language is English
Certificates, licenses, registrations: None

Benefits

Comp & perks

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Bonus eligibility