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Position Overview

Corporate Transparency Act Filing is seeking a Customer Service Representative who is passionate about providing exceptional customer experiences. As a key member of our team, you will be the front line in assisting Business Owners and Tax Professionals with their online filing needs.

This role requires a blend of skills in customer service, problem-solving, and a deep understanding of our services and the Corporate Transparency Act.

Client Interaction: Handle customer inquiries via phone, email, and chat with professionalism and empathy. Provide accurate, valid, and comprehensive information by utilizing the right methods/tools.

Problem Resolution: Identify and assess customer needs to achieve satisfaction. Address client concerns and provide appropriate solutions and alternatives within time limits; follow up to ensure resolution.

Process Management: Guide customers through the filing process, ensuring a seamless and secure experience. Maintain records of customer interactions, process customer accounts, and file documents.

Feedback and Improvement: Collect customer feedback and share it with our team to continuously improve our service. Participate in ongoing training sessions to stay updated on new systems and procedures.

Team Collaboration: Work collaboratively with internal teams to ensure customer service excellence and compliance with regulatory requirements.

Proven customer support experience or experience as a Client Service Representative.

Strong phone contact handling skills and active listening.

Familiarity with CRM systems and practices.

Excellent communication and presentation skills.

Ability to multi-task, prioritize, and manage time effectively.

High school diploma; additional certification in Customer Service is a plus.

we transcend traditional business boundaries, forming a dedicated family of Industry professionals.

We’re committed to cultivating a workplace grounded in growth, inclusivity, and inspiration, ensuring that every interaction is not just a transaction, but a step towards building enduring, empowering relationships. Our goal is to be a beacon in our industry, guiding and uplifting our customers through unparalleled service and a deep commitment to excellence.

Our mission:to revolutionize the BOI filing experience for Business Owners and Professionals through our secure, automated, easy online filing portal.

What
We Offer

A dynamic and supportive work environment.

Competitive salary and benefits package.

Opportunities for professional growth and development.

A chance to be part of a company that is making a difference in the industry

We are dedicated to building a diverse and inclusive workplace where everyone feels valued and respected. We believe that diversity and inclusion are not just moral imperatives, they are integral to our success. We are committed to building a workforce that reflects a wide array of perspectives and skills.

Our goal is to create an environment where diverse talents are 

valued, inclusion is a reflex, not an initiative, and where the different backgrounds of our employees help us to innovate and grow. Our approach to inclusivity is holistic; we actively cultivate workplace where all voices are heard, valued, and respected.

We understand that a diverse team brings a wealth of perspectives, leading to more innovative solutions and a more dynamic work environment. This diversity not only enriches our professional experiences but also enhances our ability to understand and meet the needs of our

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Corporate Transparency Act Filing is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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