Corporate Services Specialist
About Us:
EntityKeeper is a leading provider of corporate services and entity management software solution. With a strong commitment to innovation and client satisfaction, we help organizations streamline their corporate governance, compliance, and legal entity management processes. Our cutting-edge software empowers businesses to stay compliant, reduce risk, and drive operational efficiency.
EntityKeeper falls under the Thirty Capital umbrella. Thirty Capital is a mid-market CRE investment & advisory firm dedicated to protecting cashflow, generating equity returns, and creating alpha from commercial real estate assets.
Key Responsibilities:
- Responsible for direct client contact from inception of the order or request through to completion of the project
- Oversee the processing of corporate services orders and following up on open items, including but not limited to:
- Execution of orders for annual reports, formations, and registered agent services.
- Create shared folders for corporate services document management.
- Export full entity reports in excel as requested.
- Promptly communicate with the team informing them of client communication and orders
- Resolve client complaints and work with the team to troubleshoot and address issues quickly
- Lead the team to onboard new corporate services clients ensuring their expectations are met
- Keep the team informed of any issues, problems or requests for pricing or services
- Communicate with the team regarding competitive information, client changes and requests for new software products or corporate services
- Maintain accounts and communicate with them on new software products or corporate services
The Corporate Services Specialist will be provided with training on our systems, the technology offered to clients, a CRM solution, and any materials needed to be successful.
Qualifications:
- Bachelor’s degree in business or a related field preferred
- Minimum of 1-3 years of customer service in a business environment, preferably in the public records industry such as a title company, service company or as a paralegal/legal assistant in a law firm or corporate legal department
- Strong understanding of corporate governance, compliance, and entity management
- Experience in the following markets is preferable:
- Small to medium sized business environments
- Legal related software solutions, products, and services
- Law firm or corporate legal environment
- Detail oriented with a strong ability to multi-task
- Ability to work independently and as part of a team
- Proficiency in MS office suite – basic PowerPoint, Word, Outlook, and Excel
Benefits:
- Competitive salary
- Comprehensive health, dental, and retirement benefits
- Ongoing training and professional development opportunities
- A supportive and collaborative work environment
- Opportunity for career advancement within a growing company
If you are professional with a passion for helping corporate clients optimize their entity management processes, we invite you to apply for this exciting opportunity. Join Entity Keeper and be a part of a team dedicated to driving innovation and excellence in corporate services and entity management software solutions.