Visit the CTA Reference Center to receive the latest updates on the Corporate Transparency Act. Click here!

Client Service Representative (CSR)

Position Purpose and Objective:

The Client Service Representative (CSR) is the primary point of contact for clients to place orders with UCS. In this position the CSR is expected to provide these services with enthusiasm and knowledge of both UCS’ capabilities and an understanding of the customers’ needs. They are also responsible for communicating billing terms, service and product offerings.

Essential Job Functions:

This job description summarizes the primary and essential duties required for this position but are only a portion of all duties. Other related duties may be assigned as needed by management. The responsibilities listed below, under the supervision of management, are as follows:

  • Enter all necessary information for new orders into the UCS Projects System.
  • Thoroughly review all orders for accuracy.
  • Oversee the progress of all orders from inception until invoiced and closed.
  • Ensure delivery of completed orders to clients.
  • Determine credit worthiness of clients.
  • Prioritize incoming customer requests effectively to satisfy individual client needs.
  • Develop extensive knowledge on various state statues and requirements.
  • Efficiently manage timely invoicing for services rendered.
  • Work collaboratively with Client Service Assistant (CSA).
  • Project a helpful and confident attitude when dealing with clients using effective communication techniques and best practice written and call etiquette.
  • Provide timely and helpful responses to all general inquires, order confirmations and requests.
  • Participate in the training and development of new CSRs and CSAs
  • Assist in collection of outstanding receivables.
  • Offer one stop service through having an understanding how to navigate through the UCS organization to find answers, organize the information, and deliver a complete solution to the client.
  • Be an advocate for the customer internally and represent the UCS brand promise externally.

Knowledge and Skill Requirements:

  • Subject matter expertiste in Corporate/UCC filing and document retrieval process
  • Willingness to develop product and industry knowledge by utilizing training, tools and resources available.
  • Strong written and verbal skills.
  • Develop solid working relationships with your peers, Project Associates, clients and outside representatives.

Salary Range: $55,000-$75,000

Success Factors:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Work involves meeting multiple demands in a fast-paced environment on a timely basis. Duties may require occasional overtime.

Disclaimer: This summary is only a general description of work performed by employees. It is not intended to be a full description of all responsibilities or qualifications.


United Corporate Services, Inc. is an Equal Opportunity Employer. UCS does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.