Client Support Specialist

About Us

Universal Registered Agents (URA) provides comprehensive business support services, including registered agent services, compliance management, and document filing assistance. URA partners with businesses to ensure they meet legal requirements for state and federal compliance, manage corporate filings, and streamline processes for ongoing operational needs. Our mission is to simplify complex administrative tasks, allowing businesses to focus on growth and success.

At URA, we value our team members and their contributions. That’s why we offer a comprehensive benefits package, including health insurance, retirement savings options, paid time off, and opportunities for professional development. Our competitive pay structure reflects our commitment to attracting and retaining top talent while fostering a supportive and collaborative work environment.

Overview

The Client Support Specialist plays a crucial role in maintaining excellent customer relationships by assisting clients, partners, and sales representatives with order processing and account support. This role combines exceptional customer service skills, precise administrative tasks, and effective problem-solving abilities to ensure client satisfaction and operational efficiency.

Essential Functions & Responsibilities

·       Customer Service: Handle customer inquiries via phone and email, process new orders, and support clients and partners with ongoing and completed transactions.

·       Order Management: Manually enters online order processing to maintain accuracy.

·       Problem-Solving: Provide solutions to clients and partners for any issues related to their orders or accounts.

·       Collections: Monitor and resolve overdue accounts, document debts collected, and manage accounts that require closure.

·       Account Management: Process account cancellations as necessary, especially for delinquent accounts.

·       Payment Processing: Facilitate credit card payments and manage the online payment system efficiently.

·       Acts in a stewardship capacity for the Company, works as a functional member of the team, has ability to self-direct and self-regulate work-day.

·       Other duties and projects as assigned.

Placement Criteria

·      Bachelor’s degree or equivalent. 

·      Three years customer service experience or suitable combination of education and relevant experience preferred.

·      Prefer knowledge of commonly-used business concepts, practices, and procedures.

·      Employee should be knowledgeable regarding Microsoft Office, have proficient computer skills, display adaptability in learning the use of company specific software and display comprehension of fundamental computer practices and database management.