Real Estate/Transactional Client Service Specialist

3 weeks ago

Greenville, United States Fox Rothschild Full time

The Transactional Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). This position works collaboratively and cooperatively with others in a team-oriented environment to deliver the highest level of service to internal and external clients.

ESSENTIAL FUNCTIONS:

Attorney Support

* Provide superior client service by answering and screening calls in a courteous and timely manner and providing other client assistance when needed.
* Work closely with attorneys and clients to ensure seamless transfer of information.
* Facilitates the management of client specific data to enhance the overall approach to dedicated interactions.
* Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinate with other support services to complete work.
* Assist with organization of meetings and client development activities.
* Management and administration of client financial records and documents, including execution and filing.
* Manage attorney calendars and assist in meeting deadlines, coordinate attorney and/or client travel arrangements and collaborate with the client regarding same.
* Prepare legal documents, memoranda, and correspondence from draft or dictated text. Create, edit, format, and proofread documents, spreadsheets and presentations with the highest level of accuracy and attention to detail.
* Assist with management of client financial records, accountings and reporting requirements.
* Assist multiple attorneys as primary assignment and provide additional support, back‐up, and PTO coverage for the CSS assigned to the team.
* Transmit legal documents, memoranda, and correspondence to clients, witnesses and court officials by electronic filing, fax, email, mail and/or messenger.
* Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
* Calendar all critical deadlines and other dates requiring action into a calendaring database and ensure accurate calculations; maintain and manage these deadlines.
* Assist in the coordination of client billing using sophisticated software and procedures that may require client-specific instructions.

Collaboration and Teamwork

* Work proactively with Legal Team Assistants to accomplish tasks.
* Collaborate with resources, including Attorney Resource Center, as appropriate to complete projects and tasks.
* Adhere to all firm policies, procedures, standards and guidelines while maintaining confidentiality.

ADDITIONAL FUNCTIONS:

* Other related duties, as assigned.

QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):

Education:

* Associate's Degree preferred; Bachelor's Degree a plus; applicable work experience may be considered in lieu of a degree.

Experience:

* Minimum of five (5) years related experience at a law firm or legal or corporate department required.
* Corporate/Real Estate experience required.

Knowledge, Skills, & Abilities:

* Ability to effectively gather and summarize data for reports, find solutions to various administrative problems and prioritize work.
* Must exhibit a high degree of initiative in managing multiple priorities simultaneously in a fast-paced, high-pressure, deadline-driven and detail-oriented work environment utilizing excellent judgment, initiative, decision-making skills and the ability to work independently.
* Excellent verbal and written communication skills. High level of inter-personal skills required to handle sensitive and confidential situations.
* Position requires a highly professional demeanor and appearance including possessing poise, tact and diplomacy.
* Ability to maintain highest level of confidentiality and provide outstanding customer service to internal and external clients/contacts.
* Proven proficiency using legal terminology and experience working in related practice area(s).
* Experience with basic accounting principals.
* Possess a high level of proficiency using a variety of office equipment including personal computer, telephone, transcription equipment, printer, and copier.
* Keyboarding skills of 60 wpm or higher required.
* Must have intermediate-level working knowledge of the MS Office Suite including Outlook, Word, Excel and PowerPoint.

WORK ENVIRONMENT & PHYSICAL DEMANDS:

* This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.

PHYSICAL REQUIREMENTS

Medium Work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects 20 to 50 pounds frequently, and/or greater than negligible up to 10 pounds.

VISUAL ACUITY

Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

DISCLAIMER

Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Equal Opportunity Employer - vets, disability

  • Real Estate Agent

    3 weeks ago

    Greenville, United States Jeff Cook Real Estate Full time

    **Unleash Your Potential with Jeff Cook Real Estate LPT Realty!** Are you ready to embark on an exciting journey in the world of real estate? Join the dynamic team at Jeff Cook Real Estate w/ LPT and let's make dreams happen together! **Why Join Us?** At Jeff Cook Real Estate LPT Realty, we're not just about selling houses; we're about making dreams come...

  • Real Estate Paralegal

    7 days ago

    Greenville, United States Find Great People | FGP Full time

    Essential Duties and Responsibilities include but are not limited to the following: • Reviewing surveys, title commitments and exception documents. • Preparing documents relating to a variety of real estate, loan and construction matters, based on consultation with business clients and review by attorneys, including but not limited to agreements, leases,...

  • Licensed Real Estate Advisor

    1 month ago

    Greenville, United States Hamilton & Co. of Keller Williams Full time

    Job DescriptionJob DescriptionAre you our next best hire? Here's what we are looking for:Hungry: We want to grow as people and professionals and thrive working with motivated, driven people who want more for their families and love being challenged. Humble: We have proven models and systems in place to help you succeed. We are looking for coachable...

  • Licensed Real Estate Advisor

    3 weeks ago

    Greenville, United States Hamilton & Co. of Keller Williams Full time

    Job DescriptionJob DescriptionAre you our next best hire? Here's what we are looking for:Hungry: We want to grow as people and professionals and thrive working with motivated, driven people who want more for their families and love being challenged. Humble: We have proven models and systems in place to help you succeed. We are looking for coachable...

  • Real Estate Sales Agent

    2 weeks ago

    Greenville, United States Great Homes of South Carolina Full time

    Description Are you a passionate real estate sales agent in Greer, SC, looking for more than just a job? Whether you're starting your real estate journey, aiming for success, or seeking growth in your career, our brokerage offers an exciting opportunity for you. Join our expanding firm as we seek talented agents to be part of our team. Enjoy exclusive...

  • Real Estate Sales Agent

    3 weeks ago

    Greenville, United States Great Homes of South Carolina Full time

    Are you a passionate real estate sales agent in Greer, SC, looking for more than just a job? Whether you're starting your real estate journey, aiming for success, or seeking growth in your career, our brokerage offers an exciting opportunity for you. Join our expanding firm as we seek talented agents to be part of our team.Enjoy exclusive benefits that set...

  • Client Success

    4 weeks ago

    Greenville, United States JOY Real Estate Full time

    **Do you crave a dynamic work environment where you can make a real difference?** We're looking for a bright and motivated individual to join our real estate team as a Client Success and Operations Associate. This is a fantastic opportunity for someone eager to learn, take initiative, and contribute to a thriving company culture. **In This Role,...

  • Client Success

    21 hours ago

    Greenville, United States JOY Real Estate Full time

    **Do you crave a dynamic work environment where you can make a real difference?** We're looking for a bright and motivated individual to join our real estate team as a Client Success and Operations Associate. This is a fantastic opportunity for someone eager to learn, take initiative, and contribute to a thriving company culture. **In This Role,...

  • Real Estate Paralegal

    2 weeks ago

    Greenville, United States Nelson & Galbreath LLC Full time

    It’s an exciting time for Nelson & Galbreath. We are growing our business and are looking for new members to join our team. We are in search of service-oriented Paralegals with 2 or more years of experience to assist our attorneys with the real estate closing process. Spearheading every aspect of the transaction, you are not alone. You will have the...

  • Associate Attorney

    4 weeks ago

    Greenville, United States Adams & Martin Group Full time

    A reputable large firm in Greenville, SC is seeking an Associate Attorney in their Real Estate Department. Qualifications: Juris Doctorate (JD) required. Must be licensed to practice law in the State of South Carolina.3-5 Years of experience in commercial real estate transactions and related financing transactions.Commercial real estate leasing experience...

  • Associate Attorney

    4 weeks ago

    Greenville, United States Adams & Martin Group Full time

    A reputable large firm in Greenville, SC is seeking an Associate Attorney in their Real Estate Department. Qualifications: Juris Doctorate (JD) required. Must be licensed to practice law in the State of South Carolina.3-5 Years of experience in commercial real estate transactions and related financing transactions.Commercial real estate leasing experience...

  • Creative Specialist

    3 weeks ago

    Greenville, United States Boulevard Real Estate Media Full time

    A Boulevard Creative is responsible for the in-field production of our real estate marketing. Responsibilities include but are not limited to: photography, videography, Zillow 3D tour, aerial drone operation, file management, etc. **RESPONSIBILITIES** - Complete photo, video, drone, and 3D services on site for clients. - Upload footage and communicate any...

  • Greenville, SC

    2 weeks ago

    Greenville, United States Fox Rothschild Full time

    Greenville, SC - Real Estate Associate Description:Fox Rothschild LLP has an opening in Greenville, SC for an associate in the Real Estate Department. The ideal candidate will have three to five years of experience in commercial real estate transactions and related financing transactions. Commercial real estate leasing experience is preferred but not...

  • Greenville, SC

    2 weeks ago

    Greenville, United States Fox Rothschild Full time

    Greenville, SC - Real Estate Associate Description:Fox Rothschild LLP has an opening in Greenville, SC for an associate in the Real Estate Department. The ideal candidate will have three to five years of experience in commercial real estate transactions and related financing transactions. Commercial real estate leasing experience is preferred but not...

  • Senior Tax Manager

    4 weeks ago

    Greenville, United States Elliot Davis, DDS Full time

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our...

  • Real Estate Manager

    3 weeks ago

    Greenville, United States World Finance Full time

    Manage all commercial real estate lease agreements within a territory spanning sixteen (16) states. Act as a liaison between corporate teams, landlords, brokers, developers and third parties to negotiate favorable lease contract terms for the company. Follow the direction and execute on instructions of the Operations team who will lead the field teams and...

  • Real Estate Manager

    2 weeks ago

    Greenville, United States World Finance Full time

    Manage all commercial real estate lease agreements within a territory spanning sixteen (16) states. Act as a liaison between corporate teams, landlords, brokers, developers and third parties to negotiate favorable lease contract terms for the company. Follow the direction and execute on instructions of the Operations team who will lead the field teams and...

  • Tax Manager

    3 weeks ago

    Greenville, United States Elliott Davis Full time

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our...

  • Licensed Real Estate Executive Assistant

    2 weeks ago

    Greenville, United States Will Sawyer Realtor KWGU Full time

    Job DescriptionJob DescriptionOur team is growing! We are excited to add a Licensed Executive Assistant to Will Sawyer. Our business thrives on referrals, past client recommendations, and our growing online community. We are seeking a driven individual with a background in real estate administration or sales to support our continued growth. The ideal...

  • Senior Tax Manager

    4 weeks ago

    Greenville, United States Elliott Davis Full time

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our...