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San Mateo

    Client Service Coordinator - San Mateo, United States - McDowall Cotter

    McDowall Cotter
    McDowall Cotter San Mateo, United States

    3 weeks ago

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    Description
    Job Description

    Job Description Salary: 45,760-52,000/annually


    An established San Mateo law firm is currently seeking a Front Office and Client Service Coordinator to independently oversee the day-to-day firm administration and be the firm first point of contact.

    This is a full time, onsite position.

    The Front Office and Client Service Coordinator participates in the firm's overall mission by providing top quality services.

    An ideal candidate is a person who can work independently, meet deadlines and that can make our customer experience a great one.


    Founded in 1953, McDowall Cotter is a San Mateo based law firm that provides a common-sense approach to legal services in the practice areas of civil litigation, business and wealth preservation.

    The setting is a professional office in San Mateo on the Foster City border where highways 92 and 82 meet.

    We value company culture and have many firm activities including weekly firm lunches together to make the work environment professional, yet comfortable.


    An ideal candidate is a person who can make our customer experience a great one, set the perfect first impression and coordinate information exchanges between the lawyers and our clients.


    Ideal Candidate:
    Charismatic, trustworthy and pro-active
    Mature, responsible and someone who values personal growth
    Attentive to all details that make our clients feel welcomed and important
    Able to handle the pressure of being the face of the firm

    Essential duties and responsibilities
    Meet and greet clients, vendors and other visitors to the firm; both in person and over the phone
    Resolve, respond to client inquiries, seeking out answers and resolving issues

    Data Entry:
    using, Clio (contact and scheduling information), MS Excel, MS Word, Wealth Docs/HotDocs
    File intake and initial set-up. Using Clio, create new matter, associate appropriate contacts
    File, scan, archive and file destruction

    Support Legal Library:
    Library updates, inserts and pamphlets
    Manage, receive mail and deliveries. Incoming and Outgoing mail (USPS, courier, FedEx etc.). Pitney Bowes Postage Stamp Machine Operation
    Copy documents, send copy jobs out to vendors and attend to copy machine and communicate with vendors when problems arise
    Scheduling and calendaring Clients
    Prepare Binders for Wealth Management Clients and Litigation needs
    Assist with projects as needed
    Bank deposits - (back up)
    Assist event coordinating (Mediation & arb, meeting preparation, food/lunch orders...)
    Office organization, appearance, office inventories, and supplies. Housekeeping.


    Qualifications:

    Education:
    Associate of Arts degree or equivalent

    Knowledge:
    Understanding client service practices especially as they pertain to a legal service organization. Understanding of the essentials of providing customer service that results in sustainable customer satisfaction.
    Experience: 2-5 years' experience in a legal and/or client service environment strongly preferred.

    Skill/Aptitudes:
    Team player with a focus on helping others to succeed. Strong relationship-building and customer service skills to meet the needs of the diverse population being served.

    A team player who takes a big picture view and contributes to win:
    win situations and outcomes. Anticipates needs well, takes initiative and responds proactively. Works well in a multi-task environment with minimal supervision.
    Proficient computing skills especially in the use of MS Office software (Word, Excel, PowerPoint, Outlook preferred).
    Proficient use of calendar and database software preferred (Experience with Clio, TimeSlips a plus).
    Strong organization skills.
    Legal secretary experience a plus.

    Physical Requirements:
    Prolonged periods sitting at a desk and working on a computer.
    Must be able to lift up to 15 pounds at times.


    Compensation Range:
    45,760 – 52,000 annually

    Competitive compensation salary based upon experience.


    Benefits include 401k plus match, profit sharing pension plan, paid holidays, medical benefits, supplemental dental, vision, life and disability, PTO, sick leave, and reimbursement for continuing education.

    We believe in providing our employees with first-class benefits.
    We are committed to creating a diverse environment and proud to be an equal opportunity employer.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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