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 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)