Client Service Specialist
2 months ago
We are seeking an experienced Client Service Specialist for our top rated international firm.
This position may be based in Los Angeles, Chicago, San Francisco and Washington, DC.
What You'll Do:
- Maintain a consistent physical presence required to facilitate an interactive and collaborative environment ensuring that assignments, cross-training, and peer level support are optimized to provide seamless support;
- Coordinate legal practice tasks and projects;
- Coordinate administrative functions and facilitate completion of tasks including such as finance/ billing-related tasks, time and expense entry, opening of new matters, client presentations, meetings and other administrative projects as assigned;
- Coordinate with and delegate to Firm resources including DPS, Williams Lea, Client Service Center, practice support or similar departments in International offices in the handling of tasks and projects;
- Prepare complex legal documents and correspondence; File with appropriate court or agency; Apply subject matter expertise in coordination of legal practice tasks and projects;
- Coordinate support through the Finance Department including: edit and review process of client bills; correct time entry and promotion of time entry best practices;
- Review and support of the client billing process to include: proofreading, application of task codes and matter management skills, coinciding math aptitude and skills to support rates, rate changes, write-offs, preparation of expense reporting and audits as required, maintenance and consistency with billing protocols and other accounting functions;
- Manage the legal and administrative practices of attorneys and facilitate service levels that meet client requirements; and
- Work overtime as required.
- Associate's degree; Bachelor's degree (preferred);
- At least 5 years of legal secretarial experience or relevant legal experience (preferred);
- Corporate/Transactional experience (preferred);
- Advanced ability to organize, prioritize, coordinate, delegate and work as part of a team;
- Advanced to Expert proficiency in rules of English grammar, spelling and punctuation; bilingual proficiency as may be required;
- Advanced proficiency in MS Word and document editing/comparison applications;
- Advanced proficiency in MS Outlook and web-based conference call/web-sharing applications;
- Advanced proficiency in MS Excel and spreadsheet/database applications;
- Advanced proficiency in MS PowerPoint and presentation applications;
- Advanced knowledge of time keeping, expense processing and legal billing;
- Advanced knowledge of relevant jurisdictional/court/agency processes and procedures;
- Advanced proficiency in document management applications;
- Proven ability to function as a coordinator with other firm-wide departments with necessary communication skills to transfer instructions/data, verify results, resolution of conflict and delivery or results; and
- Excellent written and oral communications required with strong ability meet deadlines and provide results while supporting Firm policy and procedures.
-
Client Service Specialist
3 weeks ago
San Francisco, California, United States Evergreen Services Group Full timeJob DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian...
-
Client Service Specialist
4 weeks ago
San Francisco, California, United States Evergreen Services Group Full timeAbout Evergreen Services GroupEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. With a strong focus on people-first mission, we aim to create a long-term oriented environment that fosters growth and innovation.Job DescriptionAs a Client Service Specialist at an...
-
Client Services Specialist
4 months ago
San Antonio, United States L.K. Jordan & Associates Full timeLK Jordan has an IMMEDIATE opening for a Client Services Specialist needed to assist in taking of initial applications for housing, rent collection and continued occupancy for public housing developments, and re-certification of other assisted housin Client Service, Specialist, Property Manager, Community Manager, Business Services, Staffing
-
Client Service Specialist
2 weeks ago
San Antonio, Texas, United States ARCXIS Full timeJob Title: Client Service SpecialistAt ARCXIS, we are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for coordinating daily field operations, communicating with clients and field personnel, and ensuring seamless execution of our services.Key...
-
Client Service Specialist Manager
19 hours ago
San Francisco, United States Evergreen Services Group Full timeEvergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software, ERP Software Partners and Government Services. We are driven by a people first...
-
Client Relationship Specialist
4 months ago
San Francisco, United States Bank of Montreal Full timeApplication Deadline:08/08/2024 Address:50 W. San Fernando St. Job Family Group:Wealth Sales & Service. Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer Relationship Specialist, Client Relations, Relationship, Customer Experience, Specialist, Business Partner,...
-
Client Relationship Specialist
3 weeks ago
San Francisco, United States Bank of Montreal Full timeApplication Deadline:11/07/2024 Address:239 Westlake Center. Job Family Group:Wealth Sales & Service. Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer e Relationship Specialist, Client Relations, Relationship, Customer Experience, Specialist, Business Partner,...
-
Client Service Specialist Manager
2 hours ago
San Francisco, United States Evergreen Services Group Full timeEvergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software, ERP Software Partners and Government Services. We are driven by a people first...
-
Client Service Specialist
4 weeks ago
San Rafael, California, United States Umpqua Bank Full timeAbout UsUmpqua Bank is a leading western-based regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our commitment to our associates, customers, and communities is unwavering, and we strive to create a great place to work by offering a special brand...
-
Client Services Specialist
2 months ago
San Diego, United States Vervecloud Full timeDescription Verve Cloud Inc., a top provider of cloud-based VoIP systems and business-class Internet, is looking for our next tech-savvy team member. If you are passionate about a Field Tech career, come join us. Verve has an award-winning culture named BEST PLACES TO WORK 2019-2022, GREAT PLACES TO WORK 2020-2022 AND FORTUNE BEST SMALL & MEDIUM WORKPLACES...
-
San Francisco, California, United States BCforward Full timeJob Title: Lead Specialist-Comm Client Services- Asset RecoveryBCforward is seeking a highly motivated Lead Specialist-Comm Client Services- Asset Recovery for an opportunity in Brooklyn, OH.Job Summary:The Lead Specialist is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial...
-
Client Relationship Specialist
4 weeks ago
San Francisco, California, United States Charles Schwab Full timeUnlock Your Potential with Charles SchwabAs a Client Relationship Specialist at Charles Schwab, you'll play a vital role in delivering exceptional client experiences and driving the success of our local branch. This is an exciting opportunity to bring your passion for customer service to a dynamic and innovative company that values growth and development.Key...
-
Client Services Specialist
2 weeks ago
San Jose, California, United States Roots Community Health Center Full timeJob Summary:The Client Services Specialist at Roots Community Health Center is responsible for serving as the first point of contact for prospective clients. This role requires direct communication with clients to determine eligibility or need for services. The ideal candidate will possess excellent communication and organizational skills, with the ability...
-
Client Service Specialist
4 weeks ago
San Ramon, California, United States Madison Reed Hair Color Bar Full timeJob DescriptionJob Title: Client Service SpecialistJob Summary:We are seeking a highly motivated and customer-focused Client Service Specialist to join our team at Madison Reed Hair Color Bar. As a Client Service Specialist, you will be responsible for providing exceptional guest experiences, ensuring seamless interactions between guests and our team, and...
-
Client Relationship Specialist
3 weeks ago
San Francisco, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Client Relationship Specialist to join our team at BMO Financial Group. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities Identify opportunities to expand our business growth potential through...
-
Client Services Specialist
1 month ago
San Francisco, United States Synergy Management Group Full timeThis is a remote position. About Us: Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital) portfolio companies and growing businesses across various industries. We partner with...
-
Client Service Specialist
4 weeks ago
San Francisco, United States Evergreen Services Group Full timeEvergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital...
-
Client Services Specialist
3 weeks ago
San Jose, California, United States Westpak Full timeJob SummaryWestpak is seeking a highly skilled Client Services Specialist to maintain day-to-day client relations and ensure world-class proposal fulfillment. This role requires a strong customer service focus, excellent communication skills, and the ability to work collaboratively with colleagues.Key ResponsibilitiesProvide exceptional customer service...
-
San Francisco, California, United States Synergy Management Group Full timeAbout the Role:Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital) portfolio companies and growing businesses across various industries. We partner with our clients to evaluate,...
-
Client Service Specialist
2 months ago
San Francisco, United States Evergreen Services Group Full timeEvergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital...
