About the job Client Service Specialist
Our ideal candidate must love interacting with people, have strong communication skills, be resourceful and proactive, possess proficient computer skills, and maintain a professional appearance. Professional telephone etiquette, good interpersonal skills, and a friendly disposition are a must. If you are known for your attention to detail/planning ahead skills, multi-tasking skills and ability to follow-through, you should apply! Standard Hours will be 8 am to 5 pm. Monday - Friday. (40 hours per week - can be flexible for the right candidate).
Education and Work Requirements:
- Associates Degree or Bachelors Degree
- 2+ years of professional services experience
- Legal experience is a plus, but not required. Alternatively, work experience in a front office positions, calendaring/scheduling management in any industry, i.e. medical office, financial planning office, dental office, etc. is a plus.
Responsibilities: - Schedules appointments and protects attorney time.
- Manages a clients file from start to finish.
- Scans and saves incoming client documents into database.
- Answer inbound calls in a prompt manner and route calls internally to various staff. Deliver prompt, accurate messages to attorneys and staff.
- Maintain electronic and hard copy filing system; pulls files for use and other such tasks.
- Managing and maintaining CRM software, and data entry.
- Prepare and send engagement agreements and invoices.
- Participate in client meetings, as needed.
- Perform general office tasks, run errands as directed, and all other duties as assigned.
Qualifications: - Excellent communication skills and a professional demeanor. An individual who is detailed and thorough seeing projects through to completion, with a positive and friendly attitude - team player.
- As a primary point of contact for existing and potential clients alike, the Client Service Specialist must be pleasant and professional on a constant basis.
- Excellent organizational skills and attention to detail. Ability to record accurate information.
- Computer proficiency is a must (experience in use of Microsoft Word, Excel, and Outlook).
- Ability to meet deadlines/handle interruptions. Adaptable and flexible, with great time management skills.
- Attributes that will shine are alertness, curiosity, and responsiveness.
- Maintain privacy and protect client confidentiality.
- Must be self-motivated and able to work with minimum supervision.
Ideal Candidate: The ideal candidate will have experience or familiarity with the following: - Managing client matter from beginning to end.
- Project management.
- Scheduling for multiple parties, and managing calendars.
- Microsoft Office (Outlook, Word, Excel, and PowerPoint).
- Maintenance and organization of legal files.
Salary: $40,000.00 to $50,000.00 /year commensurate with experience, signing bonus + bonus pay, company retirement plan based upon term of service, PTO and 6 paid holidays + Flex Holiday, and health benefits for full-time employees.
Application Instructions: - Email a cover letter and resume. In the subject line for the email, modify the title of the position to Law Firm Client Service Specialist/Legal Assistant to Law Office Firm Client Service Specialist/Legal Assistant, replacing the word firm with the word office.
- Include two references (references can be professional, education, or personal).
- Call our office after business hours and leave a voicemail for Erika Wiskes telling us why you are the best candidate for this position.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Schedule:
Supplemental Pay:
Ability to commute/relocate:
- Madison, WI 53562: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 2 years (Preferred)