Client Order Processor/Corporate Services
Job description
The Client Service Associate is the primary point of contact of the UCS Client Service Representatives. In this role they act as a liaison between state and local filing offices and correspondents. Candidate would ideal have a legal services background but not essential. Hours are 11am to 7pm Monday-Friday.
Essential Job Functions:
- Communicates with internal Client Service Representatives, and other professionals to discuss assigned projects
- Researches and analyzes statutes, regulations, legal articles, , and other sources
- Prepares, organizes, stores, and retrieves files, which may include evidence, exhibits, tax filings, and other items
- Performs other related duties as assigned
- Obtaining due diligence materials, such as corporate certificates of good standing, real estate and title information, process nationwide document retrieval requests, and securities filings
- Organizing and tracking files for important transactions or documents, maintaining database
- Provide a second line of defense in the quality control of our services by reviewing documents such as legal filings, letters, instructions, processes, etc
- Develop professional relationships with all UCS filing agents and internal employees
- Prepare and forward filings to the necessary jurisdictions and ensure proper processing, acknowledgement and return of evidence
- Communicate effectively with the Client Service Representatives and correspondents to process, correct or update requests
Knowledge and Skill Requirements:
- Excellent verbal and written communication skills
- Understanding of legal language and principles, research methods, , and other related matters
- Excellent interpersonal and customer service skills
- Excellent organizational skills and attention to detail
- Excellent time management skills with a proven ability to meet deadlines
- Strong analytical and problem-solving skills
- Ability to function well in a high-paced and at times stressful environment
- Ability to maintain confidentiality, and to exercise discretion and good judgment
- Proficient with Microsoft Office Suite or related software
- Touch type required
- Maintain high level of accuracy and efficiency in data entry
- Ability to navigate quickly across multiple systems
Success Factors:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Work involves meeting multiple demands in a faced paced environment on a timely basis. Duties may require occasional overtime.
Disclaimer: This job description is only a general description of work performed by employees. It is not intended to be a full description of all responsibilities or qualifications.