Client Service Specialist

SourcePro Search, LLC
San Francisco, CA, United States
Full-time

We are seeking an experienced Client Service Specialist for our top rated international firm.

This position may be based in Los Angeles, Chicago, San Francisco and Washington, DC.

What You'll Do :

  • Maintain a consistent physical presence required to facilitate an interactive and collaborative environment ensuring that assignments, cross-training, and peer level support are optimized to provide seamless support;
  • Coordinate legal practice tasks and projects;
  • Coordinate administrative functions and facilitate completion of tasks including such as finance / billing-related tasks, time and expense entry, opening of new matters, client presentations, meetings and other administrative projects as assigned;
  • Coordinate with and delegate to Firm resources including DPS, Williams Lea, Client Service Center, practice support or similar departments in International offices in the handling of tasks and projects;
  • Prepare complex legal documents and correspondence; File with appropriate court or agency; Apply subject matter expertise in coordination of legal practice tasks and projects;
  • Coordinate support through the Finance Department including : edit and review process of client bills; correct time entry and promotion of time entry best practices;
  • Review and support of the client billing process to include : proofreading, application of task codes and matter management skills, coinciding math aptitude and skills to support rates, rate changes, write-offs, preparation of expense reporting and audits as required, maintenance and consistency with billing protocols and other accounting functions;
  • Manage the legal and administrative practices of attorneys and facilitate service levels that meet client requirements; and
  • Work overtime as required.

What You'll Bring :

  • Associate's degree; Bachelor's degree (preferred);
  • At least 5 years of legal secretarial experience or relevant legal experience (preferred);
  • Corporate / Transactional experience (preferred);
  • Advanced ability to organize, prioritize, coordinate, delegate and work as part of a team;
  • Advanced to Expert proficiency in rules of English grammar, spelling and punctuation; bilingual proficiency as may be required;
  • Advanced proficiency in MS Word and document editing / comparison applications;
  • Advanced proficiency in MS Outlook and web-based conference call / web-sharing applications;
  • Advanced proficiency in MS Excel and spreadsheet / database applications;
  • Advanced proficiency in MS PowerPoint and presentation applications;
  • Advanced knowledge of time keeping, expense processing and legal billing;
  • Advanced knowledge of relevant jurisdictional / court / agency processes and procedures;
  • Advanced proficiency in document management applications;
  • Proven ability to function as a coordinator with other firm-wide departments with necessary communication skills to transfer instructions / data, verify results, resolution of conflict and delivery or results; and
  • Excellent written and oral communications required with strong ability meet deadlines and provide results while supporting Firm policy and procedures.
  • 5 days ago
Related jobs
Promoted
SourcePro Search, LLC
San Francisco, California

We are seeking an experienced Client Service Specialist for our top rated international firm. Coordinate with and delegate to Firm resources including DPS, Williams Lea, Client Service Center, practice support or similar departments in International offices in the handling of tasks and projects;. Ma...

Promoted
Umpqua Bank
San Rafael, California

A client service specialist also provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services. Balance cash drawer and client service specialist transactions. One year of experience as a client service specialist. Ability to pas...

Synergy Management Group
San Francisco, California

Synergy Management Group (SMG) is seeking a dedicated Client Services Specialist to manage recruiting client relations and business development. Investment Banking, Capital Raising, Angel Investing, Broker-Dealer, Corporate Finance, Capital Markets, Equity Capital Markets, Financial Services, Privat...

Synergy Management Group
San Francisco, California

Synergy Management Group (SMG) is seeking a dedicated Client Services Specialist to manage recruiting client relations and business development. Investment Banking, Capital Raising, Angel Investing, Broker-Dealer, Corporate Finance, Capital Markets, Equity Capital Markets, Financial Services, Privat...

Talent Sphere Staffing
, California, ,

We are looking for a Data Entry Specialist whose main function is providing excellent customer service by quickly and accurately processing submissions sent electronically by our members. A Data Entry Specialist will compare data with source documents submitted by our members, checking for accuracy ...

Synergy Management Group
San Francisco, California

Synergy ManagementGroup (SMG) is seeking a dedicated Client Services Specialist tomanage recruiting client relations and businessdevelopment. Investment Banking, Capital Raising, Angel Investing,Broker-Dealer, Corporate Finance, Capital Markets, Equity CapitalMarkets, Financial Services, Private Equ...

Talent Sphere Staffing
, California, ,
Remote

We are looking for a Data Entry Specialist whose main function is providing excellent customer service by quickly and accurately processing submissions sent electronically by our members. A Data Entry Specialist will compare data with source documents submitted by our members, checking for accuracy ...

Robert Half
San Francisco, California

Ensure the correct execution of client service procedures within the firm and continuously research and implement more efficient and effective policies and procedures for client service and reporting expectations. Jeff Abrams, representing Robert Half, is excited to partner with an outstanding compa...

Talent Sphere Staffing
, California, ,
Remote

We are looking for a Data Entry Specialist whose main function is providing excellent customer service by quickly and accurately processing submissions sent electronically by our members. A Data Entry Specialist will compare data with source documents submitted by our members, checking for accuracy ...

Prime Capital Financial
CA, United States

Prime Capital Financial is seeking an experienced and dedicated Senior Client Service Specialist to provide exceptional service and personalized support to clients in the Encino, CA market. As a Senior Client Service Specialist, you'll be part of a dynamic, client-focused team that values integrity,...