Client Specialist

Description

We’re eager to find a Client Specialist who enjoys connecting with people, knows being detail-oriented is one of their strengths, and has excellent time management skills when juggling multiple competing priorities. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the company, and yourself.

The hours for this in-office position are Monday–Friday from 8:00 a.m.–5:00 p.m. With management approval, the schedule is subject to change to meet business demands. Unauthorized overtime is not permitted. This is not a remote position. Salary for this position is $35,500/year.

The Client Specialist is the main point of contact for the firm and provides a positive, friendly, and professional demeanor that sets the tone for a strong relationship between our clients and the firm.

• Communicate with current and potential clients regarding services the firm provides through face-to-face interaction, over the phone, or by email.
• Assist attorneys, accountants, and case managers with client communication.
• Prepare legal documents.
• Maintain company schedule and caller database.
• Maintain and update large, complex spreadsheets with a high level of accuracy and attention to detail.
• Update case notes in internal case management software.
• Perform other job-related duties as assigned.

This position operates in a professional office environment and routinely uses standard office equipment such as computers, telephones, copiers, printers, postage machines, and scanners.

• The noise level in the work environment is usually low to moderate but may occasionally exceed those levels.
• The lighting in the office may range from moderate to bright (LED lighting.)
• Employees in this role are regularly expected to meet established productivity standards under time constraints.
• Employees in this role may experience frequent periods of pressure, particularly during deadlines and high demand periods.

A collaborative, team-based work atmosphere - we bring our best selves to the table and work together to impact the lives of our clients every day.

• Paid volunteer events - we create an environment that supports and values the importance of giving back and serving others.
• Fun company-sponsored events - a great way to get to know each other better.
• Investment in employees - we pride ourselves on giving our employees the chance to grow their careers.
• Caring for Your Whole Well Being - our benefits package is designed with your well-being in mind. We offer medical, dental, and vision insurance in addition to short- and long-term disability, life insurance, pet insurance, and a gap plan to eligible employees.
• Additional benefits - paid time off (PTO) such as sick days and vacation days, paid holidays, 401K which includes matching when eligible.
• Competitive Salary - a pay range that considers skills, experience, and education.

The Client Specialist has a positive attitude and customer service mindset with a strong work ethic.

• The skill to switch back and forth between tasks based on their importance and urgency.
• Basic computer skills such as keyboarding, email etiquette, and working with Microsoft Office.
• A team player who works hard to achieve good results in the tasks they have been given.
• Exceptional interpersonal, negotiation, and conflict resolution skills with great follow up
• Outstanding verbal and written communication skills.
• Excellent organizational skills with the skill to prioritize tasks efficiently.
• The ability to accomplish/complete a task while demonstrating a thorough concern for all the areas involved, no matter how small.
• Capacity to act with integrity, professionalism, and confidentiality.
• Coachable mindset…