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    Client Service Specialist - New York, United States - Workoo Technologies

    Workoo Technologies
    Workoo Technologies New York, United States

    1 week ago

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    Description


    About the job Client Service Specialist 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 Degree2+ years of professional services experienceLegal 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-timePay: $40, $50,000.00 per yearBenefits:Health insurancePaid time offRetirement planSchedule:Monday to Friday

    Supplemental Pay:
    Bonus paySigning bonusAbility 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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