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Client Service Specialist

Role overview

Qualifications

  • Excellent communication skills and professional demeanor with attention to detail.
  • Strong organizational skills with ability to follow through and meet deadlines.
  • Computer proficiency in Microsoft Word, Excel, and Outlook; experience with CRM/databases.
  • Self-motivated, able to work with minimal supervision and maintain client confidentiality.

Responsibilities

  • Schedule appointments and protect attorney time; manage client matter from start to finish.
  • Maintain electronic and hard copy filing systems; scan, save, and retrieve client documents; manage CRM data entry.
  • Answer inbound calls, route messages to staff, and relay accurate information to attorneys.
  • Prepare and send engagement agreements and invoices; participate in client meetings as needed.

Key facts

Other skills

  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft PowerPoint
  • Record Keeping
  • Customer Service
  • Microsoft Word
  • Computer Literacy
  • Professionalism
  • Client Confidentiality
  • Ability To Meet Deadlines
  • Communication
  • Multitasking
  • Adaptability
  • Resourcefulness
  • Time Management
  • Organizational Skills
  • Detail Oriented
  • Team Oriented
  • Curiosity
  • Social Skills
  • Self-Motivation

About the company

WORKOO.NET logo

WORKOO.NET

Human Resources, Staffing & Recruiting

WORKOO.NET: HR OTHERWISE ... Workoo is a human resources exhibition platform, a saas designed for the easy enhancement of skills of all kinds. Only the essenciel is displayed, it is not a social network. People pay $1 a year to be professionally exposed worldwide. THE PROBLEM THAT GENERATES THE IDEA: AN INCOMPLETE PROCESS... Information is the only weapon of economic wars of this time, and more importantly the enhancement of information. Workoo is now the leader of a sector Bitterly behind the technological advance of the world, which of course is expensive for humanity. Very often hired under an instant need, the staff is recruited on the basis of somes few elements, while it is still sorely lacking informations about their real abilities. Too late often when we get there, we do with and we adapt. But it's not at the post to adapt to the incompetences of the person, it's up to the person to be adaptable to the job. Thus, the profiles genuinely correspondents are referred to sectors that are inappropriate to their skills and abilities by, and the vicious circle begins again. AN EFFICIENT SOLUTION: HR OTHERWISE ... For humanity we have totally redesigned the model of direct recruitment, since the best way to predict future is to create it. We started on the basis of real information necessary for the development of a skill, what does it matter at what level it is? We have a set, which effectively responds to all fields of view that leads to a recruitment of profiles corresponding for the success of all.

Company details

Company typeSME
IndustryHuman Resources, Staffing & Recruiting
Company size51 - 200

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Job description

Our ideal candidate must love interacting with people, have strong communication skills, be resourceful and proactive, possess proficient computer skills, and maintain a professional appearance. Professional telephone etiquette, good interpersonal skills, and a friendly disposition are a must. If you are known for your attention to detail/planning ahead skills, multi-tasking skills and ability to follow-through, you should apply! Standard Hours will be 8 am to 5 pm. Monday - Friday. (40 hours per week - can be flexible for the right candidate).

Education and Work Requirements:

  • Associates Degree or Bachelors Degree
  • 2+ years of professional services experience
  • Legal experience is a plus, but not required. Alternatively, work experience in a front office positions, calendaring/scheduling management in any industry, i.e. medical office, financial planning office, dental office, etc. is a plus.

Responsibilities:

  • Schedules appointments and protects attorney time.
  • Manages a clients file from start to finish.
  • Scans and saves incoming client documents into database.
  • Answer inbound calls in a prompt manner and route calls internally to various staff. Deliver prompt, accurate messages to attorneys and staff.
  • Maintain electronic and hard copy filing system; pulls files for use and other such tasks.
  • Managing and maintaining CRM software, and data entry.
  • Prepare and send engagement agreements and invoices.
  • Participate in client meetings, as needed.
  • Perform general office tasks, run errands as directed, and all other duties as assigned.

Qualifications:

  • Excellent communication skills and a professional demeanor. An individual who is detailed and thorough seeing projects through to completion, with a positive and friendly attitude - team player.
  • As a primary point of contact for existing and potential clients alike, the Client Service Specialist must be pleasant and professional on a constant basis.
  • Excellent organizational skills and attention to detail. Ability to record accurate information.
  • Computer proficiency is a must (experience in use of Microsoft Word, Excel, and Outlook).
  • Ability to meet deadlines/handle interruptions. Adaptable and flexible, with great time management skills.
  • Attributes that will shine are alertness, curiosity, and responsiveness.
  • Maintain privacy and protect client confidentiality.
  • Must be self-motivated and able to work with minimum supervision.

Ideal Candidate:

The ideal candidate will have experience or familiarity with the following:

  • Managing client matter from beginning to end.
  • Project management.
  • Scheduling for multiple parties, and managing calendars.
  • Microsoft Office (Outlook, Word, Excel, and PowerPoint).
  • Maintenance and organization of legal files.

Salary: $40,000.00 to $50,000.00 /year commensurate with experience, signing bonus + bonus pay, company retirement plan based upon term of service, PTO and 6 paid holidays + Flex Holiday, and health benefits for full-time employees.

Application Instructions:

  • Email a cover letter and resume. In the subject line for the email, modify the title of the position to Law Firm Client Service Specialist/Legal Assistant to Law Office Firm Client Service Specialist/Legal Assistant, replacing the word firm with the word office.
  • Include two references (references can be professional, education, or personal).
  • Call our office after business hours and leave a voicemail for Erika Wiskes telling us why you are the best candidate for this position.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

  • Health insurance
  • Paid time off
  • Retirement plan

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus pay
  • Signing bonus

Ability to commute/relocate:

  • Madison, WI 53562: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Customer service: 2 years (Preferred)

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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