Client Services Representative

Overview

As a Client Service Representative, you will be the primary point of contact for NCH clients moving through the entity formation and Record Book Walkthrough process. You'll support the Sales division by delivering responsive, high‑quality customer service, guiding clients through required corporate documentation, and ensuring every customer interaction reflects NCH's commitment to 100% customer satisfaction.

This position will be on‑site at our Las Vegas, NV office.

• Deliver 100% customer satisfaction in every interaction, going above and beyond to "Deliver the WOW"
• Support the Sales division by providing excellent, responsive customer service
• Satisfy every customer service request (call, email, or fax) within 24 hours
• Answer incoming calls during your scheduled call block time when not conducting a walkthrough
• Schedule walkthrough appointments as needed and complete 4‑5 Record Book Walkthroughs per day
• Process and resolve requests through the Trouble Ticket System
• Complete CRM workflow fields on the entity card, including walkthrough date scheduled, walkthrough date completed, and tax/credit product status
• Guide clients through the full record book walkthrough process, including the list of officers, SS‑4 form (EIN), IRS Form 2553 (if applicable), release documents, membership listing/stock ledger statements, and operating agreement/bylaws
• Assign ownership, complete membership certificates, and place all completed documents in the client's record book
• Collect required documents back from clients via fax or email and follow up weekly to confirm all documents were returned
• Advise clients on requirements for setting up a bank account
• Share the post‑walkthrough client survey and invite clients to provide a 5‑star testimonial
• Maintain professional conduct, attendance, and punctuality at all times
• Other duties as assigned

• Prior experience in customer service, client service, or another client‑facing role
• Strong attention to detail and organizational skills for managing multiple client documents and deadlines
• Comfort learning and working within a CRM system
• Excellent verbal and written communication skills
• Ability to manage a high‑volume, fast‑paced workload while maintaining accuracy
• A professional, customer‑first attitude with reliable attendance and punctuality

The base compensation range for this role is $37,440 plus monthly performance-based incentive bonus.

• 401k, With Matching Contributions
• Paid Time Off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Short‑Term/Long‑Term Disability Insurance
• Fertility
• Mental Health
• One Medical
• Fringe lifestyle benefits up to $250

Legal Zoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. Legal Zoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Additionally, Legal Zoom is enrolled in the E‑Verify program. For additional information on E‑Verify, please visit Participation and Right to Work pages.