Corporate Client Service Specialist

1 day ago

Sarasota, United States Staff Full time

As a member of the Client Service Team (CST), the Client Service Specialist (CSS) 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). The CSS 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.
  • 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 multiple attorneys as primary assignments 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.
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.
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).
  • 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

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Corporate Client Service Specialist

    3 days ago

    Sarasota, Florida, United States Staff Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Specialist to join our team. As a key member of our Client Service Team, you will provide exceptional support to our attorneys and clients, ensuring seamless communication and efficient workflow.Key ResponsibilitiesProvide superior client service by answering and screening calls,...

  • Commercial Equipment Service Specialist

    1 month ago

    Sarasota, Florida, United States Hobart Service Full time

    Become a valued member of Hobart Service, a premier provider of commercial food equipment solutions.We are seeking individuals with a strong mechanical and electrical aptitude to effectively troubleshoot, diagnose, repair, and maintain a diverse range of commercial food equipment. This encompasses cooking devices, food preparation machinery, dishwashing...

  • Client Service Specialist

    4 months ago

    Sarasota, United States NurseCore Management Services, LLC Full time

    Overview: Client Service Specialist / Scheduling Coordinator / Home Care Launch an exciting career in the home care industry! NurseCore is seeking a Client Service Specialist / Scheduling Coordinator for our Sarasota home care office. We offer competitive compensation, full benefits, and the chance to build a rewarding and fulfilling career with an...

  • Client Document Specialist

    1 week ago

    Sarasota, Florida, United States Jackson Hewitt Inc. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Document Specialist to join our team at Jackson Hewitt Inc. As a Client Document Specialist, you will play a critical role in helping clients resolve their tax issues with the IRS.Key ResponsibilitiesOutreach to clients via phone and email to remind and assist them with uploading or...

  • LPN Care Liaison Specialist

    5 days ago

    Sarasota, Florida, United States Brookdale Corporate Full time

    Job SummaryWe are seeking a skilled LPN Care Liaison to join our team at Brookdale Corporate. As a key member of our healthcare team, you will play a vital role in coordinating care services for our residents, ensuring their needs are met and their quality of life is enhanced.Key ResponsibilitiesCollaborate with healthcare providers, residents, and families...

  • Senior Corporate Tax Specialist

    1 month ago

    Sarasota, Florida, United States Informa Global Support Full time

    Position OverviewWe are looking for a meticulous and knowledgeable Senior Corporate Tax Specialist to enhance our finance department. Your primary responsibilities will include the preparation of federal and state corporate tax filings, partnership tax returns, and the calculation of book-tax variances. You will also conduct state apportionment assessments,...

  • Corporate Tax Attorney

    3 months ago

    Sarasota, United States Williams Parker Full time

    Job DescriptionJob DescriptionWilliams Parker law firm, the region’s largest and oldest law firm founded in 1925, is actively seeking a best-in-class Corporate Tax Attorney with 2-5 years of experience in corporate, tax, or healthcare to join our client-centric team. Whether you are already licensed to practice law in Florida - or planning to relocate and...

  • Intake and Client Relations Specialist

    6 days ago

    Sarasota, Florida, United States Rebuilding Together Tampa Bay Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Intake and Client Relations Specialist to join our team at Rebuilding Together Tampa Bay. This role plays a critical part in fostering a positive client experience from initial contact through service completion.Key ResponsibilitiesManage client applications, conduct phone assessments, and...

  • Senior Corporate Tax Accountant

    1 month ago

    Sarasota, Florida, United States Informa Global Support Full time

    Job OverviewCompany Overview:Informa is a dynamic international organization that fosters a diverse community, providing opportunities for growth and impact. With a presence in over 30 countries and a member of the UK's FTSE 100, we connect specialists with knowledge through various platforms, including live events and digital services.Position Summary:We...

  • Mechanical Service Expert

    4 weeks ago

    Sarasota, Florida, United States Hobart Service Full time

    Become a vital part of Hobart Service, a premier provider of commercial kitchen equipment maintenanceWe are seeking individuals with strong mechanical and electrical skills to effectively troubleshoot, diagnose, repair, and maintain a diverse range of commercial kitchen equipment. This encompasses cooking devices, food processing machinery, dishwashing...

  • Senior Corporate Tax Accountant

    1 month ago

    Sarasota, Florida, United States Informa Global Support Full time

    Job OverviewInforma stands as a prominent global entity in the realm of events, intelligence, and scholarly research.As a specialist organization, we connect businesses and professionals across niche markets, delivering the insights, intelligence, and opportunities essential for growth, strategic decision-making, and impactful business operations.With a...

  • Corporate Tax Analyst

    4 weeks ago

    Sarasota, Florida, United States Famiglio & Associates Full time

    Job OverviewAbout Famiglio & Associates: We are a reputable CPA firm specializing in international tax matters. Our diverse clientele comprises businesses and individuals who prioritize precision, thoroughness, and innovative tax strategies.Primary Responsibilities:Corporate Tax Assessment: Participate in the review of corporate tax filings, ensuring they...

  • LPN Care Liaison Specialist

    7 days ago

    Sarasota, Florida, United States Brookdale Corporate Full time

    Job Title: LPN Care LiaisonJob Summary:The LPN Care Liaison plays a vital role in enhancing the quality of life of our residents by working closely with our Brookdale HealthPlus RN Care Partner as a liaison and collaborator between residents, families, team members, and healthcare providers within designated communities.Key Responsibilities:Upholds open and...

  • Client Care Specialist

    4 months ago

    Sarasota, United States Hometown Veterinary Partners Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceWellness resources Hometown Veterinary Partners has partnered with Best Friends Animal Hospital in Sarasota, Florida!Get ready to make a positive impact on your team...

  • Senior Corporate Tax Accountant

    1 month ago

    Sarasota, Florida, United States Informa Global Support Full time

    Job OverviewCompany Overview:At Informa, we pride ourselves on fostering a diverse and dynamic workplace where every individual can thrive. As a global leader in connecting professionals with essential knowledge, we offer a range of services including live events, digital solutions, and comprehensive research. Our team of over 10,000 professionals across 30...

  • Client Service Representative

    3 weeks ago

    Sarasota, United States RANR Full time

    Job DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Representative. In this role, you'll have the chance to build a strong foundation of customer service expertise...

  • Client Service Associate

    5 days ago

    Sarasota, United States Raymond James Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative prob Client Service, Associate, Financial Advisor, Client Relations, Relationship, Customer Service, Retail

  • Client Service Representative

    3 weeks ago

    Sarasota, United States VCA Animal Hospitals Full time

    Customer service functions, including: greeting visitors, answering multiline telephones, and guiding clients and their pets to exam rooms - Scheduling and confirming appointments - Placing outbound calls for follow-ups and reaching out to prospectiv Client Service, Representative, Service, Animal Care, Retail, Client

  • Client Services Coordinator

    3 weeks ago

    Sarasota, Florida, United States LIGHTSHARE BEHAVIORAL WELLNESS & RECOVERY Full time

    Job SummaryLightshare Behavioral Wellness & Recovery is seeking a skilled Client Services Coordinator to join our team. As a key member of our staff, you will play a vital role in identifying client needs and connecting them with essential resources.Key ResponsibilitiesNeeds Assessment and Resource Connection: Conduct thorough interviews with clients to...

  • Client Advisory Associate

    1 month ago

    Sarasota, Florida, United States Cetera Investment Services LLC Full time

    The role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, strategic advice, and investment management services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for achieving their financial objectives.Key...