Client Service Specialist

job
  • Workoo Technologies
Job Summary
Location
New York ,NY 10261
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
25 Dec 2024
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Job Description

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:
  • Monday to Friday
Supplemental Pay:
  • Bonus pay
  • Signing bonus
Ability to commute/relocate:
  • Madison, WI 53562: Reliably commute or planning to relocate before starting work (Required)
Experience:
  • Customer service: 2 years (Preferred)
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