Corporate Client Service Specialist

1 day ago


Sarasota, Florida, United States Staff Full time
Job Summary

We 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 Responsibilities
  • Provide superior client service by answering and screening calls, and providing other client assistance as needed.
  • Work closely with attorneys and clients to ensure seamless transfer of information and facilitate the management of client-specific data.
  • Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinate with other support services.
  • Prepare legal documents, memoranda, and correspondence from draft or dictated text, and create, edit, format, and proofread documents, spreadsheets, and presentations with high 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, opening new matters, preparing and reviewing conflicts submissions, closing matters, and creating and maintaining client case files using appropriate recordkeeping software.
  • Calendar all critical deadlines and other dates requiring action into a calendaring database and ensure accurate calculations, and maintain and manage these deadlines.
Requirements
  • Associate's Degree preferred; Bachelor's Degree a plus; applicable work experience may be considered in lieu of a degree.
  • Minimum of five (5) years related experience at a law firm or legal or corporate department required.
  • Ability to effectively gather and summarize data for reports, find solutions to various administrative problems, and prioritize work.
  • 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 the 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).
  • 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.
  • Intermediate-level working knowledge of the MS Office Suite, including Outlook, Word, Excel, and PowerPoint.


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