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Wolters Kluwer

Customer Service Representative – Annual Report Services

Wolters Kluwer

. Manage clients’ annual reports portfolios on an ongoing basis.

Posted 10/20/2026full-timeRemote • Texas • United StatesJunior💰 $29,200 - $48,900 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client portfolios, ensuring compliance with quality standards, and effectively communicating with clients and team members. Proficient in data entry, problem-solving, and maintaining accurate customer records.

Highest-signal resume keywords
Client Portfolio ManagementCompliance FilingsData Entry SkillsProblem-Solving SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data EntryCompliance ManagementCustomer Record MaintenanceResearch SkillsQuality Assurance Knowledge
Soft Skills
Effective CommunicationTeam PlayerAttention to DetailTime ManagementCritical Thinking
Tools & Technologies
RASi Proprietary Database
Industry Keywords
Annual ReportsRegistered Agent ServicesCustomer InquiriesClient OnboardingCompliance Standards

About the role

Key responsibilities & impact
  • Manage clients’ annual reports portfolios on an ongoing basis.
  • Work closely with state departments.
  • Assist with ongoing compliance filings in a data-entry oriented system.
  • Respond to a wider range of customer inquiries about RASi's services and the role of a registered agent.
  • Resolve moderately complex customer issues and complaints.
  • Manage the annual report submission process using RASi’s proprietary database and worksite.
  • Follow up on reporting issues, including obtaining required client data, signatures, and supporting documents.
  • Onboard Annual Report Services clients.
  • Communicate with other RASi teams regarding delays, issues, or other blocks in the compliance process.
  • Document and escalate unresolved issues as needed.
  • Update and maintain customer records.
  • Conduct follow-ups to ensure customer satisfaction.
  • Adhere to compliance and quality standards.
  • Conduct research and maintain databases.

Requirements

What you’ll need
  • Must be legally authorized to work in the United States without employer sponsorship, now or in the future.
  • 1 yr+ minimum in a role with similar skills/responsibilities plus 1 yr+ similar background/industry.
  • Must be a positive team player and be able to effectively communicate with colleagues and clients.
  • Ability to multi-task, accept directions well, possess strong attention to detail, and manage time wisely.
  • Strong critical thinking and problem-solving skills.
  • Efficient organizational and time-management skills.
  • Good understanding of multiple product/service features.
  • Computer literacy and ability to learn new software with ease.
  • Knowledge of quality assurance standards.

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