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Customer Success Associate

Wolters Kluwer Financial Services

Job Description

Job Description

We are currently seeking dynamic Customer Success Associates to join our growing teams across the country. CT (Corporate Trust) Corporation is the global leader of legal entity management, corporate compliance and due diligence solutions. Businesses and law firms around the world trust CT Corporation to manage their most critical business and legal compliance responsibilities.

In this role, you will have an opportunity to work with and manage the day to day relationships with our customers at Corporations, Law Firms, or Small Businesses to provide legal and compliance services. If you are looking to gain professional experience, learn a new industry and launch your career with a global organization, come join our team!

Hybrid schedule; in-office 3x per week (Tuesday-Thursday), remote 2x per week (Monday, Friday)

Benefits available day 1 of hire! No waiting period.

Responsibilities:

  • Deliver prompt and professional service to our customers (Small Businesses, Law Firms, or Corporations) through verbal and written communications.
  • Provide consultative customer service; help to determine customer goals, compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to corporate legal compliance.
  • Proactively manage the full-life cycle of the order process and drive cross-selling opportunities to promote additional offerings to meet our customer needs.
  • Project manage, organize and prioritize high volumes of requests utilizing SalesForce and other internal systems to ensure timely and accurate response to customers.
  • Manage your own customers and customer escalations and work across Customer Service function to complete or resolve customer requests.
  • Develop and maintain positive working relationships with customers and other key partners.
  • Strive to become a subject matter expert of the department, company and industry and maintain an aptitude for learning.


Qualifications: 

  • Bachelor’s degree from an accredited college/university or equivalent B2B client service experience.
  • Strongly preferred minimum of two year of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail and/or legal industry.


Preferred Knowledge, Skills or Abilities:

  • Strong organizational, time management and multi-tasking skills.
  • Ability to absorb product knowledge quickly and process information to apply to customer needs.
  • Ability to make sound business decisions and exercise discretion and judgment.
  • Experience generating add-on sales revenue preferred.
  • Strong analytical and problem-solving skills.
  • Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook.


Wolters Kluwer is a global leader in professional information services. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Every day, our customers make critical decisions to help save lives, improve the way we do business, and build better judicial and regulatory systems. We help them get it right. 

For more information about our solutions and organization, visit follow us on Twitter, Facebook, LinkedIn, and YouTube. 

Vacancy posted 12 days ago
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