Associate Client Order Coordinator

Key Responsibilities:

• Respond to internal client inquiries via email or Salesforce Chatter.
• Assist in EMC/EPS projects such as group splits, document uploads, and minute book management.
• Manage filings including annual reports, corporate transparency act, and business licenses.
• Provide exceptional customer service to internal and external stakeholders.
• Maintain and update customer records, including contacts and portfolio management.
• Communicate project progress with multiple teams effectively.
• Navigate multiple databases (Company Records, Navigator, etc.) accurately.
• Review and process legal documents.
• Fulfill customer orders across various jurisdictions.
• Troubleshoot and resolve customer documentation issues.