Job Description

Summary:

The Corporate Services Specialist/Paralegal plays a key role in managing client relationships and ensuring the seamless execution of corporate service orders. This position requires a detail-oriented professional with strong communication skills and a solid understanding of corporate governance and compliance. The Specialist will serve as the primary point of contact for clients, oversee project workflows, and collaborate with internal teams to deliver high-quality service. Training will be provided on internal systems, CRM tools, and client-facing technologies to ensure success in the role.

Key Responsibilities

• Serve as the primary contact for clients from the initiation of an order through to project completion.
• Oversee and manage corporate services orders, including: Executing orders for annual reports, formations, and registered agent services. Creating shared folders for document management. Exporting full reports in Excel upon request.
• Lead onboarding efforts for new corporate services clients, ensuring expectations are met and processes are clearly communicated.
• Maintain ongoing communication with internal teams regarding:
• Client communications and order updates.
• Issues, pricing requests, and service inquiries.
• Competitive intelligence and client feedback on software products or services.
• Resolve client complaints efficiently and collaborate with the team to troubleshoot and address issues.
• Maintain client accounts and proactively inform them about new software products and corporate services.
• Perform other related duties and special projects to support evolving business needs and strategic priorities.

Requirements

• Bachelor’s degree in business or a related field preferred.
• 1–3 years of customer service experience in a business setting, ideally within the public records industry (e.g., title company, service company, law firm, or corporate legal department).
• Strong knowledge of corporate governance, compliance, and entity management.
• Preferred experience in:
• Small to medium-sized business environments.
• Legal-related software solutions and services.
• Law firm or corporate legal settings.
• Highly detail-oriented with strong multitasking abilities.
• Capable of working independently and collaboratively within a team.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, basic PowerPoint).

Job Tags

Similar Jobs