Senior Client Specialist
• Work hand in hand with corporate paralegals and attorneys to prepare and file necessary formation, withdrawal, merger and conversion documents for corporations, partnerships, limited liability companies and various other entity types• Assist corporate clients in maintaining compliance to ensure good standing with various jurisdictions. Also assist clients in filing the necessary documents in order to rectify default or revoked statuses • Review corporate contracts and loan agreements to make the determination if registered agent services can be provided. • Draft corporate registered agent acceptances for various agency appointments made within internal corporate documents and various state agencies • Develop and maintain positive working relationships with customers in order to identify and fully understand corporate needs• Managed complex financial transactions and reporting for large corporate accounts• Ensure proper payment and check issuance to service vendors• Led company-wide training throughout system upgrade