Client Service Associate

Job Description

REQUIREMENTS

• Advancement from Previous level, industry experience or similar professional experience
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams)
• Strong organizational, multitasking, and communication skills
• Excellent customer service mindset with strong interpersonal skills
• Detail-oriented, organized, and capable of managing multiple priorities under deadlines
• Adaptability, teamwork, and ability to learn and train others in proprietary systems
• Bachelor’s or associate degree
• Familiarity with loan transactions, mergers and acquisitions, or corporate filings
• Experience in legal, compliance, financial services, or corporate support environments

RESPONSIBILITIES

• Process basic corporate filings, document retrievals, searches, UCC Searches and filings, and other entity-related transactions while ensuring accuracy, quality, and timely execution.
• Research public records and review corporate documents using internal systems and external resources.
• Maintain accurate records, process billing activities, and ensure compliance with company standards and procedures.
• Collaborate with teammates to achieve team goals, share knowledge, and identify opportunities to improve operational efficiency and the client experience.

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