Client Services Representative

About the role

Nevada Corporate Headquarters is a business formation company headquartered in Nevada that specializes in helping businesses launch and grow throughout the U.S. We have multiple avenues of career growth with opportunities to advance with our growing organization. We promote a culture of diversity, inclusion, and work-life balance. Our core values consist of Service Excellence, Teamwork, Ownership, Respect, and Integrity.

Responsibilities

• Deliver 100% customer satisfaction in every interaction, going above and beyond to "Deliver the WOW"
• Support the Sales division by providing excellent, responsive customer service
• Satisfy every customer service request (call, email, or fax) within 24 hours
• Answer incoming calls during your scheduled call block time when not conducting a walkthrough
• Schedule walkthrough appointments as needed and complete 4-5 Record Book Walkthroughs per day
• Process and resolve requests through the Trouble Ticket System
• Complete CRM workflow fields on the entity card, including walkthrough date scheduled, walkthrough date completed, and tax/credit product status
• Guide clients through the full record book walkthrough process, including the list of officers, SS-4 form (EIN), IRS Form 2553 (if applicable), release documents, membership listing/stock ledger statements, and operating agreement/bylaws
• Assign ownership, complete membership certificates, and place all completed documents in the client's record book
• Collect required documents back from clients via fax or email and follow up weekly to confirm all documents were returned
• Advise clients on requirements for setting up a bank account
• Share the post-walkthrough client survey and invite clients to provide a 5-star testimonial
• Maintain professional conduct, attendance, and punctuality at all times
• Other duties as assigned

Requirements

• 1+ years of experience in providing excellent customer service and problem-solving skills over the phone
• Strong attention to detail and organizational skills for managing multiple confidential client documents and deadlines
• Familiarity with learning or working within a CRM system
• The ability to manage a high-volume, fast-paced workload while maintaining accuracy
• A professional, customer-first attitude with reliable attendance and punctuality

Qualifications

• High school diploma or equivalent
• Valid driver’s license and reliable transportation

Skills

• Excellent verbal and written communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Paid Time Off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Short-Term/Long-Term Disability Insurance
• Plus other wellness benefits to include:
• Fertility
• Mental Health
• One Medical
• Fringe lifestyle benefits up to $250

Pay

The base compensation range for this role is $37,440 + a monthly performance-based incentive bonus.

Schedule

You will be on-site at our Las Vegas, NV office.