Client Service Position Jobs in Usa
32,324 positions found — Page 6
Description
Attorney
Temporary to permanent position.
NY Wills & Estates, a New York and New Jersey wills & estates firm, is seeking a detail-oriented, client-focused Attorney to join our growing firm. This is an excellent opportunity to be a part of a highly professional, supportive team and work closely with Managing Attorney Vlad Portnoy, Esq., in a hybrid role (some days in our NYC office, other days from home).
New York offices: 450 7th Ave., Ste. 1500, New York, NY 10123
New Jersey offices: 15 Warren St, Ste 36, Hackensack, NJ 07601
What You’ll Do
As an Attorney, you will manage all aspects of active matters in:
- New York & New Jersey Surrogate’s Courts – Probate, Administration, fiduciary support
- Article 81 Guardianship Proceedings – drafting petitions, communicating with parties, Mental Hygiene Court appearances
- Estate Planning – assisting with Trusts, Wills, POAs, Healthcare Proxies
- Medicaid Planning- working with the Team to assist clients in all aspects of Medicaid Planning and Elder Law
Your responsibilities will include:
- Meeting and consulting with clients
- Drafting petitions, motions, and estate-planning documents
- Keeping clients informed and responding to inquiries promptly
- Appearing in court as needed
- Coordinating with the managing attorney on strategy
- Managing deadlines, communications, and files in the firm's CMS
- Performing legal research
- Participating in weekly and monthly case reviews and team meetings
Tools & Platforms You’ll Use
Caret Legal, WealthCounsel, LexisNexis (templates + research), MS Office, Adobe Acrobat, Google Calendar, MS Teams, ACRIS, Zoom Communications, and NYSBA community forums.
Work Structure
This is a hybrid role:
Some days are in our New York office and/or New Jersey Office
Other days working remotely
We value flexibility while maintaining the highest level of client service.
Qualifications:
- Licensed in New York or New Jersey (the other state is a strong plus)
- 5–7 years of experience in:
- Probates
- Estate Planning
- Medicaid Planning
- Special Needs Planning
- Guardianships (incl. Article 81)
- Litigation experience is a plus
- Experienced in estate planning and/or Surrogate’s Court matters
- Organized, proactive, responsive, and comfortable handling clients directly
- Able to manage a varied caseload with professionalism and empathy
Compensation:
- Base pay: $120,000-$130,000 or commensurate with experience
- Temp-to-perm (90-day probationary period)
- Hybrid Work Structure (3 days in-office, 2 remote)
Responsibilities
You will support and manage matters across five core practice areas:
Surrogate’s Court
- Probate and Administration
- Fiduciary support
- Client updates and filings
Estate Planning
- Draft Wills, Trusts, POAs, and Health Care Proxies
- Assist with client consultations and strategy
Medicaid Planning
- Prepare planning documents
- Assist clients with eligibility strategy
Special Needs Planning
- Draft and support Special Needs Trusts
Guardianships (Including Article 81)
- Draft petitions
- Coordinate with involved parties
- Appear in Mental Hygiene Court when required
Additional Responsibilities
- Meet and consult directly with clients
- Draft petitions, motions, and estate-planning documents
- Manage deadlines, files, and communication in Caret Legal
- Conduct legal research
- Participate in weekly and monthly case reviews and team meetings
Tools You’ll Use
- Caret Legal
- WealthCounsel
- LexisNexis (research + templates)
- MS Office and Adobe Acrobat
- Google Calendar, Zoom Communications, MS Teams
- ACRIS
- NYSBA community forums
About NY Wills & Estates
At NY Wills & Estates, we are dedicated to helping clients plan for the future by offering expert legal services tailored to their individual needs. Our mission is to make estate planning accessible and easy to understand, ensuring clients have peace of mind knowing their families and assets are protected. We pride ourselves on integrity, exceptional client service, and a commitment to professional excellence. If you want to be part of a reputable firm with a strong client-centric approach, we’d love to have you on our team.
Remote working/work at home options are available for this role.
Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.
This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.
Leadership, Coaching & Team Development
- Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
- Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
- Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
- Recruit, train, and develop intake staff to support team growth and operational continuity.
- Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
- Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
- Lead department-specific operational projects that advance efficiency, client experience, and service excellence.
Client Acquisition & Service Excellence
- Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
- Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
- Monitor and elevate the quality of conversations, documentation, and client interactions.
Operations, Workflow & Process Improvement
- Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
- Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
- Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
- Collaborate with other departments to ensure a smooth and effective new client onboarding experience.
Performance Management & KPI Oversight
- Set, monitor, and report on daily, weekly, and monthly KPIs including:
- speed to answer
- lead response time
- contact rate
- qualified conversions
- QA scores
- productivity and service-level adherence
- Use data to drive performance, staffing decisions, and process adjustments.
- Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.
What You Bring
- BA/BS in Business or related field preferred.
- 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
- Proven success meeting or exceeding goals in a service-based or professional services environment.
- Strong leadership and communication skills with demonstrated success motivating hourly teams.
- Deep understanding of CRM systems, intake workflows, and sales/service best practices.
- Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
- Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
- Experience with sales enablement or workflow technology.
- High emotional intelligence with a demonstrated commitment to a client-first approach.
- Law firm or professional services experience is strongly preferred.
WHO IS BUZZ?
Buzz is a global design company that creates signature moments for travel. For two decades, we’ve partnered with world-leading airlines, hotels, cruise and rail brands to reimagine travel with innovative product experiences. Our creations become iconic collaborations and keepsakes that span luxury amenity, skincare, textiles and sleepwear, tabletop and service ware, tech, audio and children’s products. By bringing extraordinary brands together, we create carefully considered partnerships that become meaningful collaborations for all.
WHAT IS THE ROLE
This exciting role sits within the Buzz Client Service Team, reporting to the Director, Client Service Hotels and will be responsible for retaining and growing a small number of high-level client relationships within major Hotel chains. Your role is to liaise with clients and internal production and logistics to ensure all product is delivered to time and within budget. You will also manage a number of product refreshes during the lifecycle of the Hotel contract, as well you will look for opportunity for revenue growth within accounts.
WHAT ARE WE LOOKING FOR?
A seasoned account director who takes ownership of their client portfolio, managing strategic client relationships and generating new opportunities within these accounts.
The successful candidate will have:
· Previous experience managing high-value accounts and preferably experience in the product development process, either through selling into hotels or wholesale retail
· Proven ability to deliver growth in revenue and repeat business by successfully managing existing client relationships.
· Highly tuned analytical skills with the ability to apply this to the development of sales strategies and plans.
· Demonstrated experience in effectively managing cross-functional teams to deliver on deadlines and outcomes for your clients.
· Sound knowledge of CRM's and project management tools such as Smartsheet and Salesforce, with int-adv. MS Office skills.
· An understanding of, and network within, Hotels would be considered advantageous - either developed through selling into this industry for several years or having worked within the industry directly.
· An interest in luxury brands and a passion for travel.
BUZZ CULTURE
At Buzz, we pride ourselves on doing things in ways that inspire discovery. Our fast-paced, vibrant culture can be experienced the moment you step foot into our office and realise you are in our Buzz Café, with breakfast and lunch provided daily, snacks, drinks and endless coffee for everyone’s enjoyment. Our employees are creative and passionate beings. They push boundaries, thrive out of comfort zones, love a challenge and tackle them head on. Our collaborative teams deliver amazing results by trusting in one another’s expertise. The way we innovate and add a Buzz twist to everything we do is what we hope will inspire you.
We have generous employee benefits too, from rewards to paid parental and birthday leave. We might be biased, but we think Buzz is leading the way as a great employer. Our culture is truly values-driven, which is what we believe makes Buzz a uniquely wild and welcoming place to work.
If the above sounds like you, we would love to hear from you! So please apply NOW!!
We would love to be able to contact everyone personally, however, this is not possible. If you have not heard from us within 4 weeks of submitting your application, we thank you for your interest in joining the Buzz team but on this occasion, your application was not shortlisted.
Industry
Priority consideration is provided to those who apply directly at is looking for a sharp, design-minded Client Coordinator to help us deliver thoughtful, high-level service across our client base.
This role sits at the front of the client journey—guiding inquiries, shaping proposals, and helping translate a client’s ideas into a clear, well-considered plan. The ideal candidate combines strong organization and communication skills with an intuitive design sensibility, helping transform broad direction into thoughtful selections and cohesive proposals.
Coordinators play a key role in shaping the client experience—balancing warm, responsive communication with precise behind-the-scenes coordination. This is a detail-driven role with real responsibility and real impact, supporting both revenue growth and the quality of the projects we bring to life.
What You’ll Do
This role balances client coordination and proposal development (80%) with regional relationship-building in the Charleston and coastal markets (20%).
Client Coordination & Proposal Development (80%)
Guide clients through the early stages of the Mayker experience while developing thoughtful, well-scoped proposals.
- Become a Mayker expert with a fluent knowledge and appreciation for our services and product offerings
- Field inbound inquiries from new and existing clients, creating a thoughtful and timely start to the client journey
- Ask smart questions that help uncover a client’s goals, priorities, and aesthetic direction
- Develop estimates and proposals across Mayker’s verticals (events and interiors)
- Translate client conversations into clear scopes of work and product selections
- When appropriate, help shape the early concept of a project—curating selections and combinations that support a cohesive vision
- Create proposal materials that communicate ideas clearly and beautifully
- Manage proposal revisions, follow-ups, and communication leading up to booking
- Track multiple client projects simultaneously while maintaining organized timelines and documentation
- Ensure confirmed projects are clearly scoped and organized for handoff to the production team
- Support the Client Services Director on larger or more complex projects
This portion of the role requires someone who is both highly organized and creatively thoughtful, able to handle straightforward proposals efficiently while contributing design-minded thinking when a project calls for it.
Coastal Market Presence & Relationship Building (20%)
Support Mayker’s continued growth and relationships in the Charleston and coastal markets.
- Build and maintain relationships with planners, venues, and creative partners in the Charleston region
- Occasionally attend client meetings, walkthroughs, or installations in the coastal market
- Represent Mayker at select networking opportunities or industry gatherings
- Help strengthen Mayker’s presence and reputation within the coastal events community
Who You Are
- Strategic and detail-driven
You naturally think a few steps ahead and catch the things others miss.
- Design-minded
You have strong aesthetic instincts and can translate broad direction into thoughtful selections and ideas.
- Calm under pressure
You’re great at juggling multiple timelines, personalities, and moving parts while maintaining composure.
- Exceptionally organized
You thrive on structure and clarity, and can move quickly without losing track of details.
- A thoughtful communicator
Whether written, verbal, or face-to-face, your communication is clear, warm, and professional.
- A relationship builder
You enjoy connecting with people and building genuine relationships with clients and collaborators.
- A team player
You take ownership of your work while supporting the broader team.
Candidates with backgrounds in event planning, hospitality, or design are strongly encouraged to apply.
Who You’ll Report To
Client Services Director
What to Know
- This is a full-time position. Hours may flex slightly depending on the seasonality and timing of events, but the role is expected to average 45 hours per week (8:00 AM - 5:00 PM)
- Salary Range: $58,000–$68,000 depending on experience.
(The role may be structured hourly or salaried depending on the candidate.)
- While much of the work can be done remotely, Charleston, SC is the preferred location. Mayker frequently works in the Charleston and coastal markets, and this role will help strengthen our relationships and presence in the region.
- Approximately 10–20% of the role may involve in-person meetings, walkthroughs, networking events, or occasional project installs.
What Tools You’ll Use
- Canva
- Clickup
- Copper
- Google Suite
- Slack
- QuickBooks
- Custom Mayker developed softwares
As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.
Your Qualifications:
* Consistent and quantifiable individual sales success with stock market investors
* RDR level 4 qualification
* 5+ years of success selling to high net worth individuals
* Quantifiable track record in closing new investor business
* Motivated mindset to set and reach goals: "money is a measure of success"
* Calculated risk-taker; willing to win-some, lose some
* Proven closer; outstanding documented sales ability
* Optimistic outlook; see failures as opportunities to improve and find solutions
* High activity orientation and persistent through setbacks
* Ability to connect with a wide array of audiences through dynamic interpersonal skills
* Highly ethical and professional
Why Fisher Investments Europ e:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Client Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex, emotional, or don’t go as planned. We are not just here to respond quickly; we are here to help clients and designers feel understood, supported, and taken care of.
As a Client Concierge Specialist, you’ll be the first point of contact for many of our clients and designers. You’ll bring warmth, clarity, and steady judgment to every interaction—making it easy for clients to get help, and ensuring requests land with the right owner quickly and cleanly. You’ll run our real-time channels, triage inbound volume, and resolve a defined set of requests while knowing when to escalate.
This is a highly dynamic and cross-functional role that will gain visibility into the inner workings of a high growth luxury brand. Our goal is for this position to develop a deep understanding of Maiden Home products, materials and craftsmanship and use that knowledge to advance into a more specialized Advisory position over time.
What You’ll Do
- Manage all live client communication channels in real time, including phone and chat.
- Own a defined subset of inbound requests including: 1) Care and maintenance guidance 2) Material and finish questions 3) Simple product and specification clarifications.
- Deliver a calm, confident, hospitality-forward experience, even when issues are heightened and/or complex.
- Triage all inbound emails quickly and accurately, categorizing and routing according to team processes and workflows.
- Apply fast pattern recognition to identify what kind of request it is, what information is missing, and what the next best step should be.
- Provide accurate, brand-appropriate guidance while maintaining a high bar for tone and clarity.
- Know when not to answer—escalating questions that require deeper product expertise, exceptions, or sensitive handling.
- Over time, develop a deep understanding of Maiden Home products, materials and craftsmanship
What We’re Looking For
- 2–4 years of total professional experience, ideally in a client-facing service environment in any of the following industries: Hospitality: hotel front desk, concierge, guest relations / Luxury retail: sales associate, clienteling roles / Premium DTC customer experience (not call centers) / Membership-based services (clubs, wellness, travel)
- A warm, steady voice—both spoken and written; you can communicate with clarity under pressure.
- Strong pattern recognition and triage instincts: you quickly identify what a client is asking for and what should happen next.
- Comfort saying “I’ll take care of this” and owning the experience—without needing to personally solve every issue.
- Excellent judgment about when not to answer, and when to escalate.
- High attention to detail, strong follow-through, and the ability to work calmly in a high-volume environment.
RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis.
Overview
RubinBrown's Real Estate Group is a nationally recognized leader in providing specialized audit, tax and consulting services across the country in the affordable housing, low-income housing, historic rehabilitation, New Markets and Renewable Energy credit segments as well as Opportunity Zones.
As a member of the RubinBrown's Real Estate Tax Team, the successful candidate will work directly with the tax staff accountants, other managers and partners of the firm's Real Estate Services Group. The successful candidate will use his or her foundation in pass-through accounting and taxation, along with specialized skills related to tax compliance and consulting regulations. The Real Estate Tax Team has a specific focus on issues related to tax credit and tax incentive properties, including low-income housing, historic rehabilitation, New Markets and Renewable Energy credits as well as Opportunity Zones.
A background in all or any of these topics is welcomed but not required. Tax Partners and Managers must provide outstanding consulting, compliance and project management services to our real estate clients. Tax Partners and Managers must be aware of the professionalism necessary for not only effectively and efficiently addressing client needs but also with working with others and on teams.
Major Responsibilities
- Plan, supervise, review and complete real estate tax work/tax returns for multiple clients in accordance with RubinBrown Client Service Standards
- Utilize his or her extensive foundation of knowledge related to pass-through taxation and regulations and, as applicable, tax credit real estate properties including tax compliance and consulting
- Participate in and/or create practice development opportunities
- Identify process and performance improvement opportunities
- Assume responsibilities for project management of various client groups, including regular communication with clients and contacts related to tax compliance and consulting
- Drive workflow with clients and team members
- Research current tax compliance and consulting issues
- Work closely with and directly communicate with other real estate team members, in addition to client personnel
Preferred Experience/Background/Skills
- Bachelor's degree in Accounting or related degree and CPA or other related certification (required)
- Strong technical skills including the ability to effectively utilize technology and the commitment to learning in the technology environment
- A minimum of 5 years of pass-through taxation and compliance experience, including supervision and review experience. Prior experience with pass-through entity tax credits is preferred but not required
- Excellent analytical and leadership ability
- Solid project management skills
- Ability to work on a team and develop other individuals
- Ability to meet challenging client requirements and deadlines, provide services, and possess strong communication, interpersonal, analytical and research abilities
- Proficiency in Microsoft Office programs (Word and Excel required)
- Excellent verbal and written communication skills
Working Conditions
- The typical office hours are 8:00 a.m. to 5:00 p.m.
- Ability to work extra hours as determined by the workload and client expectations.
- Travel for this position will be approximately 5% of the year.
- Ability to sit for long periods of time.
- Ability to move throughout office.
- Ability to lift, carry, push, pull up to 10-30 pounds.
- Ability to effectively communicate with clients, team members, etc.
One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
EEO Employer W/M/Vet/Disabled
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser
- Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.
Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.
Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more.
You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.
This is an in-office job located in Plano, TX.
The Day-to-Day:Be the voice of Fisher Investments to prospective Canadian clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications:2+ years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation:This role offers uncapped performance-based compensationWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Manager of Consulting Services, Dallas, Texas
Trinity Consultants is seeking a candidate for the Manager of Consulting Services position for the Dallas, Texas EC operations within the East region. This role will provide an opportunity to take a leadership position in a long‑standing, well‑established operation with a diverse client portfolio and a strong growth trajectory powered by an experienced team and a loyal regional client base. Candidates must have experience growing multiple clients in a variety of industries and service areas, as well as success in developing staff and progressing them.
SUMMARY
This position requires:
- Successful growth of multiple staff or proven track record of building and sustaining a high-performing team (e.g., retention and progression of staff).
- Ability and commitment to meet all business operational performance objectives and to attain these results with the full endorsement of senior management.
- Periodic evaluation of overall staff capabilities and development needs and overall recruitment of talent.
- Technical agility and demonstrated ability to step in to strategically support team members.
- Demonstrated ability to uphold and maintain Trinity’s quality management system.
- Demonstrated success in developing new business and expanding into new service offerings through effective sales and marketing campaigns.
- Demonstrated ability to manage and grow client relationships.
- Demonstrated ability to manage resources and efforts across EC offices.
- Strong understanding of Trinity’s service areas and offerings.
This position offers the following key opportunities:
- Professional advancement and recognition based on performance.
- Develop and apply strategies relative to personal professional goals and Trinity’s business drivers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Oversee daily administrative operations, including review of timesheets, staff scheduling coordination, office supply management, office registrations, lease renewals, and general office support activities.
- Ensure quality and compliance with corporate policies, including ISO/QA requirements, internal audits, S‑code mapping updates, and accurate project billing practices.
- Manage personnel development processes, including competency reviews for junior and senior staff, recognition of performance, promotion recommendations, and ensuring completion of required corporate training.
- Lead staff engagement initiatives, including organizing team‑building events, conducting regular staff check‑ins, and fostering a healthy office culture.
- Support recruiting and onboarding activities, including participation in national recruiting events, managing new hire onboarding, and developing succession plans for anticipated staff transitions.
- Guide project staffing and workload distribution, monitoring overtime/under‑time trends, communicating resource needs, and supporting cross‑office load balancing and opportunities.
- Drive local business development and marketing efforts, including strategizing on BD/Marketing initiatives, overseeing proposal development and review, ensuring follow‑up on inquiries, and contributing to local branding efforts.
- Develop and maintain external professional relationships, such as those with competitors, lawyers, industry associations, and economic development groups to enhance market awareness and office visibility.
- Support project and client management, including maintaining client satisfaction programs, managing a personal portfolio of clients, and ensuring staff maintain professional networks in internal systems.
- Provide financial leadership for the office, including financial forecasting, budget development, contract review, AR monitoring, write‑off/hold reviews, and technology resource planning.
- Administer compensation‑related processes, including recommending annual merit increases, managing spot bonuses when appropriate, and ensuring strategic pricing considerations in proposals.
- Communicate regularly with Regional and Senior Leadership (RM/RD) on staffing, BD/marketing, financial status, and overall office performance to ensure alignment with broader organizational goals.
- Maintain technical expertise, knowledge, and experience in Air quality and related environmental regulations applicable to industrial clients; preparing permit applications and regulatory submittals; developing regulatory compliance reports; conducting environmental compliance audits; and evaluating client operations to identify compliance risks and mitigation needs.
(The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.)
SUPERVISORY RESPONSIBILITIES
Manages 1-4 subordinate supervisors. Is responsible for the overall direction, coordination, and evaluation of this unit. May also directly supervise 1-4 non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; rewarding and coaching employees; addressing complaints and resolving problems.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B. S.) in Chemical, Mechanical, Environmental/Civil Engineering, and/or related Atmospheric/Environmental Science from four-year college or university; and at least eight years related experience.
Must have computer literacy, including basic programming, word processing, spreadsheet skills, and knowledge of Microsoft Office software package.
LANGUAGE SKILLS
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.
MATHEMATICAL SKILLS
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. The ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands; and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts, fumes or airborne particles, toxic or caustic chemicals, outside weather conditions, risk of radiation, and vibration. The noise level in the work environment is usually moderate.
Visits to client sites, conduct inspections, audits, and due diligence at facilities, and overseeing site activities such as testing, or construction are also affected by environmental conditions.
Pay: $260,000.00 - $365,000.00 per year
Why This Is a Great Opportunity
- Join a premier transactional platform advising sophisticated financial institutions and major market participants.
- Work on complex, high-value financial services transactions in one of the strongest legal markets in the country.
- Build strong deal experience in a collaborative, high-performance environment known for excellence and professional development.
- Gain meaningful responsibility on sophisticated matters while working alongside top-tier attorneys and clients.
- Grow your career at a firm known for elite training, strong mentorship, and long-term advancement opportunities.
Location: New York, NY. This is a full-time, on-site role based in the office.
Note: Must have 3+ years of law firm transactional experience within financial services, finance, or closely related corporate transactions.
About Us
We are a top-tier law firm known for advising leading financial institutions, companies, and investors on complex legal and business matters. Our team is collaborative, ambitious, and committed to excellence, client service, and long-term professional growth. Confidential Employer.
Job Description
- Advise clients on sophisticated financial services and related transactional matters
- Draft, review, and negotiate transaction documents and related agreements
- Support deal execution from diligence through closing
- Analyze transaction structures, legal issues, and business terms
- Manage portions of transactions with increasing independence
- Work closely with clients, counterparties, and internal teams in a fast-paced environment
- Conduct legal research and draft practical, business-oriented analysis
- Collaborate with partners and specialists on complex transactions
Qualifications
- 3+ years of law firm transactional experience
- Experience in financial services transactions, finance, corporate transactions, or closely related deal work
- Strong drafting and negotiation skills
- Strong analytical, writing, and communication skills
- Ability to manage components of transactions independently
- Strong business judgment and client service orientation
- Team-oriented with a strong work ethic and desire for increased responsibility
- Admitted in New York or eligible to waive in
- BigLaw or other sophisticated transactional law firm background strongly preferred
Why You Will Love Working Here
- Elite transactional platform with sophisticated, high-level work
- Strong exposure to major clients and meaningful deal responsibility
- Collaborative culture with high standards and strong mentorship
- Clear path for growth and long-term development
- Excellent benefits and family-supportive programs
- Opportunity to deepen your transactional skill set in a highly respected firm
JPC-741
Job Type: Full-time
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
