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Open nowFirst seen 2 days ago

Client Service Specialist

Workoo Technologies416 open roles

Where
New York, United States, Remote
Work mode
Remote
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Your applicationOpen nowClient Service SpecialistWorkoo Technologies · New York, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workoo Technologies's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.5%14 days
  5. 35.5%30 days
  6. 45.1%60 days
This job: first seen 2 days ago

The posting

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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  1. A CV for this posting

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  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workoo Technologies's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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  5. Reply with AI

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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