CAREERS AT EDGAR AGENTS

Build Confidence Into Every Filing.

Join a team helping public companies, law firms, and financial professionals navigate complex SEC reporting requirements.

Full Time

Customer Service Representative – Financial Printing

  • America
  • 3 to 5 Years
  • Remote

Position Summary

We are seeking a detail-oriented and client-focused Customer Service Representative with 3 – 5 years of experience in the financial printing industry. The ideal candidate will have a proven track record of managing complex client communications, coordinating time-sensitive financial documents, and ensuring flawless execution under tight deadlines.

Key Responsibilities

  • Serve as the primary point of contact for clients, ensuring exceptional service throughout the document submission lifecycle.
  • Coordinate the production and delivery of financial documents including SEC filings (DRS, S-1, F-1, S-4, F-4, DEF 14A, SC TO-T etc.), registration statements, proxy statements, annual reports and tender offers.
  • Collaborate with internal production teams (Typeset, EDGAR & iXBRL) and print specialists to meet client specifications and regulatory deadlines.
  • Manage multiple projects simultaneously, maintaining process protocols accurately with attention to detail under pressure.
  • Provide guidance to clients on formatting, compliance and best practices in financial disclosure.
  • Troubleshoot issues proactively resolving client concerns to ensure peak service level performance, satisfaction and client retention.
  • Maintain accurate records of client interactions, project timelines, and service metrics.

Qualifications

  • 3 – 5 years of customer service or project management experience in the financial printing industry.
  • Expert in SEC filing processes and financial disclosure requirements.
  • Strong understanding of typesetting, document formatting and print requirements.
  • Excellent communication and interpersonal skills.
  • Ability to thrive in a fast-paced, deadline-driven environment.
  • Proficiency in Microsoft Office Suite; experience with document management systems is a plus.
  • Bachelor’s degree in Business, Communications, or a related field preferred.

Preferred Experience

  • Direct experience working in industry.
  • Exposure to EDGAR and iXBRL filing processes.
  • Knowledge of investment banking, legal, or corporate governance environments.

Why Join Us?

  • Be part of a dynamic team that supports some of the world’s leading financial institutions.
  • Work in a collaborative environment that values precision, professionalism, and client success.
  • Opportunities for growth and advancement in a specialized industry