Corporate Client Service Specialist

1 week 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 SupportProvide 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 TeamworkWork 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 REQUIREMENTSMedium 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 ACUITYWorker 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.DISCLAIMERThe 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, disabilityEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe 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 weeks 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,...

  • Corporate Client Service Specialist

    4 days ago

    Sarasota, Florida, United States Staff Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Service Specialist to join our team. The successful candidate will provide exceptional administrative support to our attorneys, ensuring seamless communication and coordination with clients.Key ResponsibilitiesProvide superior client service by answering and screening calls, and providing...

  • Client Service Specialist

    5 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

    4 weeks 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

    4 weeks 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...

  • Corporate Counsel

    3 weeks ago

    Sarasota, United States Leadenhall Search & Selection Full time

    My client is seeking a highly skilled and experienced Corporate Counsel to join our legal team. The ideal candidate will have a minimum of 5 years of legal experience and a demonstrated background in multiple areas of law, including mergers & acquisitions (M&A), corporate governance, compliance and some experience in litigation, intellectual property (IP),...

  • Corporate Counsel

    3 weeks ago

    Sarasota, United States Leadenhall Search & Selection Full time

    My client is seeking a highly skilled and experienced Corporate Counsel to join our legal team. The ideal candidate will have a minimum of 5 years of legal experience and a demonstrated background in multiple areas of law, including mergers & acquisitions (M&A), corporate governance, compliance and some experience in litigation, intellectual property (IP),...

  • Intake and Client Relations Specialist

    4 weeks 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...

  • Corporate Tax Attorney

    3 weeks ago

    Sarasota, Florida, United States Williams Parker Full time

    Job OpportunityWilliams Parker, a leading law firm in the region, is seeking a highly skilled Corporate Tax Attorney to join their team. The ideal candidate will have 2-5 years of experience in corporate, tax, or healthcare law and be licensed to practice in Florida or willing to obtain the license in the near future.The Corporate Tax Attorney will work with...

  • Client Service Associate

    4 weeks 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

  • LPN Care Liaison Specialist

    4 weeks 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 Service Associate

    3 days ago

    Sarasota, Florida, United States Beacon Pointe Advisors Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesRespond to client inquiries and requests in a timely and professional...

  • Client Relationship Manager

    3 weeks ago

    Sarasota, Florida, United States Charles Schwab Full time

    Join Charles Schwab's Investor Services TeamWe're seeking a skilled Client Relationship Specialist to join our branch network team. As a key member of our organization, you'll play a vital role in helping individuals and families achieve their financial goals.Our branch network is a critical component of Investor Services, providing personalized support and...

  • Corporate Counsel

    2 months ago

    Sarasota, United States Roper Technologies, Inc. Full time

    Roper Technologies, Inc. (“Roper”) seeks to add a Corporate Counsel to its legal team based in Sarasota, Florida. Roper is a diversified technology company with annual revenues of $7 billion. Roper has a proven, long-term track record of compounding cash flow and shareholder value. Roper operates market leading businesses that design and develop...

  • Corporate Counsel

    4 weeks ago

    sarasota, United States Roper Technologies, Inc. Full time

    Roper Technologies, Inc. (“Roper”) seeks to add a Corporate Counsel to its legal team based in Sarasota, Florida. Roper is a diversified technology company with annual revenues of $7 billion. Roper has a proven, long-term track record of compounding cash flow and shareholder value. Roper operates market leading businesses that design and develop...

  • Corporate Counsel

    1 day ago

    sarasota, United States Roper Technologies, Inc. Full time

    Roper Technologies, Inc. (“Roper”) seeks to add a Corporate Counsel to its legal team based in Sarasota, Florida. Roper is a diversified technology company with annual revenues of $7 billion. Roper has a proven, long-term track record of compounding cash flow and shareholder value. Roper operates market leading businesses that design and develop...

  • Corporate Counsel

    2 months ago

    Sarasota, United States Roper Technologies, Inc. Full time

    Roper Technologies, Inc. (“Roper”) seeks to add a Corporate Counsel to its legal team based in Sarasota, Florida. Roper is a diversified technology company with annual revenues of $7 billion. Roper has a proven, long-term track record of compounding cash flow and shareholder value. Roper operates market leading businesses that design and develop...

  • Client Service Representative

    1 week ago

    Sarasota, United States VCA Animal Hospitals Full time

    ESSENTIAL FUNCTIONS: 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 prospective clients Presenting and explaining fees, including processing payments Recommending,...

  • Client Relationship Manager

    3 weeks ago

    Sarasota, Florida, United States Charles Schwab Full time

    Join Charles Schwab's Investor Services TeamWe're seeking a skilled Client Relationship Specialist to join our branch network team. As a key member of our organization, you'll play a vital role in helping individuals and families achieve their financial goals.Our branch network is a critical component of Investor Services, providing expert guidance and...

  • Accounts Receivable Specialist

    11 hours ago

    Sarasota, Florida, United States S-One Holdings Full time

    Accounts Receivable SpecialistS-One Holdings Corporation is a global company with a focus on the digital imaging industry. As an Accounts Receivable Specialist, you will be responsible for performing a variety of accounting tasks, including accurate and timely recording of cash receipts, research and efficient resolution of issues, and daily interaction with...