Customer Service Operations Associate

Ensures the Processing Team creates and submits accurate filing documents that align with customer requirements and applicable state regulations. Resolves or delegates filing-related tasks, tracks them through completion, and delivers final documents to customers. Supports organizational success by helping processing operations meet or exceed customer expectations and providing cross-departmental support. Continuously evaluates workflows, identifies improvement opportunities, and contributes recommendations to enhance operational efficiency.

Responsibilities

• Review orders and legal documents for accuracy and completeness.
• Verify company name availability with state departments.
• Prepare and file documents with the appropriate state and county agencies.
• Obtain Federal Tax Identification Numbers (EINs) from the IRS.
• Apply for S Corporation status with the IRS.
• Coordinate the publication of required notices with newspapers or journals.
• Process and manage rejected filings, including follow-up actions.
• Apply for approvals from various state agencies.
• Gather and research information from state, county, and online resources.
• Monitor and follow up on order status with CT offices and agencies.
• Scan, package, and ship final documentation and client mail.
• Manage orders and communicate with customers in managed annual report services.

Requirements

• Bachelor’s degree from an accredited college or university.
• Minimum of two years of experience using Microsoft Office Suite (Word, Excel, Outlook).
• Typing proficiency of at least 40 words per minute.

Skills

• Strong attention to detail with the ability to integrate information from multiple sources accurately.
• Excellent written and verbal communication skills.
• Experience gathering, researching, and analyzing data.
• Ability to communicate effectively with state/county agencies, CT offices, the IRS, and a diverse customer base.
• Strong teamwork and collaboration skills.
• Ability to independently manage assignments, prioritize tasks, and meet deadlines.

Pay

$29,200.00 - $48,900.00 USD. This role is eligible for a bonus. The range is based on the primary location of the position; actual base salary may vary by skills, experience, and hiring location.

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave