Client Services Representative (Banking), Sr. jobs in Winston Salem, NC

The normal job hours are 8:00 AM to 4:00 PM, Monday through Friday.

Additionally, the CSC will be required to work varying hours the 4th Tuesday of the month for our client event, and occasionally varying hours for other outside events (outside of the standard 8-4 workday) when necessary.

Job Overview:

The Client Services Coordinator (CSC) personally and professionally supports the vision and mission of the law firm. The CSC is responsible to ensure all client matters proceed through the appropriate law firm process timely and coordinates and confirms all client meetings while ensuring the highest standard of service to clients. Overall, the CSC is responsible for providing high level coordination and administrative support while providing the highest standard of service to clients.

The primary responsibility of this position is to get prospective clients into workshops or initial meetings for attorneys to be able to be retained. The CSC manages to ensure client scheduling is done effectively to satisfy client needs and firm cash flow requirements. The primary responsibility of this position is to manage and coordinate all client interactions to make certain both prospective and existing clients experience exceeds expectations, improves their satisfaction and loyalty, to maintain law firm reputation in community.

The CSC works independently and collaborates with the law firm owner and staff to foster a team spirit in cooperation with the firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The CSC may perform other duties as necessary to keep the production and administrative functions of the firm operating smoothly and efficiently.

Responsibilities and Duties:

Ensure customer experience meets or exceeds client expectations

Perform all customer service and clerical duties including “front desk” and all incoming calls

Schedule all office appointments for staff and confirmation calls for appointments

Ensure client needs and law firm cash flow needs are meet

Update calendar to reflect cash flow in client management software

Update all client matters to reflect client services task

Ensuring all client calls/emails are handled timely

Identify source of all new firm contacts (ICF’s)

Communication with attorney as needed regarding all client needs and/or questions

Enter meeting notes and all next actions from attorney meetings into firm management system

Follow-up workshop e-mail registration through the website

Receive all incoming calls to law firm and ensure routed to appropriate personnel or resolve when possible

Greet clients and maintain needs during onsite visit (water/coffee etc)

Real time data entry and scanning of documents to client matters

All firm standard correspondence and dictation/word processing by attorneys or staff

Organization and stocking of waiting area and conference rooms

Create manual files as well as e-files

Copy, file, scan and maintenance of client files

Client survey results data entry

Prepare rooms for daily client meetings

Obtain client payments to be processed by accounting

Draft check requests and deposits/disbursements for the client matters

Maintenance billing when required

Project identification strategy, management and completion for department needs

Mailing sorting/deliveries

Ensure correspondence is mailed in a timely manner

Actively participate in staff calls and team meetings

Complete projects or tasks as requested by Supervisor within the time frame allotted

Attend training events and other events as needed

Adhere to firm established core values

The firm reserves the right to add or change duties at any time

Follow-up with all cancelled or no-show client appointments to ensure rescheduled timely

Workshop preparation i.e. confirmation calls, Focuser and name tags

Ensure quality customer service to clients, potential clients, and their families

First contact for all new callers to firm and enroll into workshop or initial meeting

Responsible for scheduling office appointments for staff and confirmation calls for workshops and initial meetings

Convert workshop attendees to vision meetings and follow up in a timely manner

Workshop e-mail registration through the website follow-up and confirmation

Navigation through client management software and tools

Ensure correspondence is mailed in a timely manner

Skills/Knowledge & Ability:

Type proficiently and accurately at a minimum of 35 to 40 words per minute.

Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all task at hand such as;

documenting information

word processing (dictation, correspondence, memos, etc…)

data entry and verification

managing files

project management

designing forms, training and/or marketing materials

drafting legal documents

compile data and preparing financial reports

mail merge/mass mailings

Skilled at formatting and communicating effectively in writing as appropriate for the needs of the audience.

Ability to understand the written word, sentences and paragraphs in work related documents.

Highly developed time management, organizational and prioritization skills with the ability to multi task with clarity; facilitating several projects at the same time with the ability to monitor and assess one’s own self.

Knowledgeable and able to evaluate information to determine compliance with standards.

Professional level communication, interpersonal and relationship building skills. Able to listen (give full attention to what other people are saying), be empathetic and influence other people in written or verbal forms. Creatively presenting and disseminating information and concepts in an effective manner.

Above average administrative/clerical/technical skills, and the ability to operate necessary office equipment and software;

Computer, Telephone, Fax, Scanner, Copier, Postage Meter

Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point)

Type proficiently and accurately at a minimum of 35 to 40 words per minute.

Skilled at getting information by observing, receiving and/or researching to obtain information from relevant sources.

Able to remember information such as words, numbers and procedures.

Remain current with ever changing technology.

Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality.

Able to identify developmental needs of others and coach, mentor or otherwise help others to improve their knowledge or skills.

Qualifications:

Excellent written and verbal communication skills

Associate Degree or a High School Diploma with 2 to 3 years Member/Client Services experience

Notary Public Certificate (preferred)

Familiar with Actionstep, HotDocs, NetDocuments (bonus)

Job Type: 8-4

Pay: $40,000.00 - $50,000.00

Benefits:

401(k)

401(k) matching

Paid time off

Schedule:

Monday to Friday

Work Location: In person

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday

Ability to Relocate:

• Winston-Salem, NC 27103: Relocate before starting work (Required)

Work Location: In person