Client Service Specialist-
2 weeks ago
Overview The Concierge Intake Specialist plays a vital role in the onboarding of potential clients. They are responsible for meeting with individuals engaging in services offered by the firm, confirming client information, communicating case eligibility options, and providing information regarding the process for relief options. The Concierge Intake Specialist ensures a smooth and efficient client onboarding experience and supports day-to-day office operations to maintain an organized and welcoming environment. Duties/Responsibilities Meet with potential clients to effectively communicate the firm's unique value proposition, services, and benefits. Build and maintain strong relationships with potential clients by providing exceptional customer service, demonstrating empathy, and addressing their concerns and questions. Review the information provided by potential clients. Sign up new clients, address concerns, and highlight the benefits of working with the firm. Collaborate closely with the team of attorneys, paralegals, and legal assistants to ensure a smooth transition of newly onboarded clients to begin their case process. Provide accurate and comprehensive information about the client and their case to facilitate efficient case management. Maintain detailed records of client interactions and activities in the firm's CRM system. Provide regular updates to management on performance and ensure proper use of systems to guarantee accurate reporting. Greet clients, answer calls, and perform other front desk duties as required. Support clients by collecting and processing documents or other needs to serve as a liaison between clients and the legal team. Oversee office tasks to maintain smooth daily operations. Handle any additional tasks or responsibilities as directed by management. Qualifications All candidates must have a Bachelor's Degree. Must be fully bilingual Spanish & English. Must possess at least 2 years of professional experience, preferably in an immigration law firm. Strong persuasive communication and enjoyment in working directly with current and potential clients. Knowledge of immigration laws, regulations, and processes. Excellent interpersonal and relationship-building skills to establish trust and credibility. Ability to work independently and be a self-starter. Outstanding communication skills, both verbal and written, to effectively convey complex information. Results-oriented mindset with a drive to meet or exceed targets and business objectives. Familiarity with CRM systems and activity tracking tools. Experience in client-facing roles, preferably in a legal or immigration setting. Strong organizational skills with the ability to multitask in a fast-paced environment. Ability to work independently while being a team player. We are excited about the possibility of you joining our team Apply now and take the next step in your career with Abogada Alexandra Immigration Law, PLLC #J-18808-Ljbffr
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Client Specialist
5 days ago
Nashville, United States Barry's Full timeWe appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information,...
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Client Specialist
1 week ago
Nashville, United States Barry's Full timeWe appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual...
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Client Specialist
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Nashville, Tennessee, United States Sentry Full time $60,000 - $70,000 per yearAs a Client Specialist with our 401K team, you will be responsible for answering a variety of technical 401(k) and service questions that come in from clients and employers who purchase our 401(k) products. We are looking for a team member who is passionate about working with customers, building relationships and providing the technical expertise our clients...
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Client Intake Specialist
1 week ago
Nashville, United States Frost Brown Todd Full timeFrost Brown Todd LLP is currently seeking a full-time Client Intake Specialist to join our firm. This individual will be responsible for reviewing electronic new business intake forms submitted in connection with new business for existing and new firm clients, conducting searches of the Firm's conflicts database, and reviewing, processing and reporting the...
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Client Specialist I
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Nashville, United States Simmons bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.Position SummaryThe Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated...
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Client Specialist I
2 weeks ago
Nashville, United States Simmons Bank Full timeIt's Fun To Work In A Company Where People Truly Believe In What They're Doing!We're committed to bringing passion and customer focus to the business.Position SummaryThe Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated...
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Fixed Income Client Services Specialist
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Nashville, United States UBS Full timeA leading global wealth manager in Nashville is seeking a Client Services professional to support institutional clients. The role involves processing transactions, enhancing client relationships, and driving process improvements. Candidates should possess a university degree and experience in client services, along with strong computer skills and the ability...
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Fixed Income Client Services Specialist
4 days ago
Nashville, TN, United States UBS Full timeA leading global wealth manager in Nashville is seeking a Client Services professional to support institutional clients. The role involves processing transactions, enhancing client relationships, and driving process improvements. Candidates should possess a university degree and experience in client services, along with strong computer skills and the ability...
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Client Engagement Specialist
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