Exclusive Client Jobs in Usa

6,656 positions found — Page 8

Client Analyst
Salary not disclosed
Morristown, NJ 2 days ago
Job Title: Client Analyst

Work Location: Morristown, NJ 07960

Duration: 12 months


Job Description

The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:

Key Responsibilities

Client Onboarding, Data Management, and Contracting:

The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.

Meeting Coordination:

Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.

Investment Account Processing:

Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.

Tax Season Activities:

Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.

Internal Group Collaboration:

Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.

Quality Control Metrics and Reporting:

Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.

Qualifications


  • Bachelor's degree required
  • A minimum of 2-5 years of work experience in a professional corporate environment
  • Strong written and verbal communication skills
  • Proficiency in Word, Excel, PowerPoint, and Outlook required
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Excellent communication skills; team focused
  • Extremely organized and detail-oriented
  • Experience in financial services is preferred but not required
Not Specified
Luxury Client Service Advisor
Salary not disclosed

Our client, a luxury fashion brand, is seeking a Luxury Client Service Advisor to join their office in Central New Jersey. Candidates should have a passion for client service, and experience engaging with clients remotely. In this role, you’ll create exceptional experiences for clients, build lasting relationships, and inspire brand loyalty while driving business results.


Job Responsibilities

  • Deliver an elevated client experience through warm, professional, and personalized service
  • Provide full-spectrum customer support via email and phone
  • Facilitate online sales, deliveries, returns, and provide timely information to clients
  • Coordinate with physical stores to ensure optimal customer experience
  • Additional duties as needed and assigned


Role Qualifications

  • 3+ years of experience in luxury brands or client-facing roles
  • High school diploma or equivalent
  • Strong communication skills and ability to connect with individuals quickly and meaningfully
  • Team-oriented mindset with excellent problem-solving and multitasking abilities
  • Flexible schedule, including evenings, weekends, and holidays
  • Foreign language skills are a plus


Salary: $30/hr


The description above is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, and qualifications required.


While PCG appreciates all applicants, only those qualified will be contacted. Thank you for your application. We look forward to hearing from you!


If you believe you are a great candidate for this position, and the salary listed does not meet your expectations, we would still love to speak to you! PCG, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. PCG and our clients may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. This role may also be eligible for additional compensation including incentive pay, discretionary bonuses, and a comprehensive benefits package, details of which will be provided during the hiring process.


Pyramid Consulting Group, LLC is an Equal Opportunity Employer that takes pride in a diverse environment. We provide equal employment opportunities to all applicants and employees without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, marital or veteran status, disability, genetic information, or any other protected status under applicable law.


We will provide reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation during the application or hiring process, please contact


For positions subject to “Fair Chance” laws (including but not limited to California, Colorado, New York City, Los Angeles, and other jurisdictions), PCG will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.


Please refer to our website: for access to our Right to Work and E-Verify.

Not Specified
Client Service Specialist (ITAD)
Salary not disclosed
Atlanta, GA 2 days ago

Client Services Coordinator – IT Asset Disposition (ITAD)

Full-time, In-office


Our client, a global leader in IT lifecycle management and value optimization, is seeking a Client Services Coordinator to join their IT Asset Disposition team. This role is essential in ensuring smooth customer interactions throughout the IT asset lifecycle, acting as a bridge between clients and internal teams while maintaining the highest standards of data security and compliance.


Key Responsibilities:


  • Serve as the primary point of contact for clients, managing inquiries, orders, and requests across multiple channels.
  • Oversee asset disposition orders, including initiation, updates, and accuracy checks.
  • Resolve issues relating to scheduling, logistics, compliance, or data security.
  • Provide compliance documentation such as certificates of erasure, recycling, and disposal.
  • Educate clients on best practices for IT asset preparation and ensure seamless project execution.
  • Collaborate with sales, logistics, and operations teams to deliver an outstanding client experience.


Candidate Profile:


  • Bachelor’s degree and 2–3 years of experience in a client services or project coordination role.
  • Highly organized, with excellent communication and problem-solving skills.
  • Proactive, independent, and reliable, with strong follow-up and attention to detail.
  • Comfortable managing multiple priorities and deadlines while maintaining a client-first approach.
  • Experience in logistics coordination or IT services (ITAD experience a plus).
  • Familiarity with CRM platforms such as Salesforce, Microsoft Dynamics, or Smartsheet preferred.


Why Apply?

This is an excellent opportunity to join a dynamic, forward-thinking organization offering competitive salaries, comprehensive benefits, and clear opportunities for career growth.


Interested? Apply today to take the next step in your career journey.

Not Specified
Client Advisor, Atlanta
✦ New
Salary not disclosed
Atlanta, GA 1 day ago

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.

Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.


While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.


Position Purpose

As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann’s global vision.

Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann’s core values of integrity, creativity and passion.


Role Responsibilities

· Achieving sales targets and store KPI’s whilst upholding Zimmermann’s brand standards including store and visual presentation, stock and inventory

· To ensure that an exemplary standard of client service is provided to Zimmermann’s clientele in line with the brand’s global vision.

· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.

· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.

· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.

· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.


About You

· Capability and drive to reach KPIs and Sales Targets

· Demonstrates professionalism, optimism and team orientated approach.

· Exceptional communication and interpersonal skills

· Previous sales experience in luxury designer fashion

· A passionate brand ambassador who embodies the Zimmermann values

· Ability to cultivate Zimmermann’s brand loyalty though positive client interactions.

· Detailed orientated

· Excellent organisational skills and problem-solving ability

· A passion for exceeding customer expectations

· Ability to build ongoing rapport with clientele

· Ability to work independently and as part of a team


Why join our team?

· Bespoke career development plans and access to strong mentors and industry leaders.

· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.

· Competitive package, seasonal uniforming and team member discount

· Be part of a responsible fashion house with a focus in leading in sustainability


Compensation

Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.

Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range.


In addition to hourly pay, Client Advisors are also eligible for commission on all sales.

At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You’ll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.


Diversity Statement

Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

Not Specified
Veterinary Client Service Representative
Salary not disclosed
Pasadena, MD 2 days ago
Veterinary Receptionist (Client Care Coordinator)

We are looking for an enthusiastic Veterinary Receptionist (client care coordinator) to join our friendly, experienced and supportive team. VCA Calvert Veterinary Center is a progressive hospital staffed by highly skilled veterinarians, assistants, and client care coordinators.

Our practice has been serving the Pasadena Maryland community since 2004. Our practice is one of the few in the area offering care to local exotic patients. If you are a compassionate, dedicated, enthusiastic, positive, and intelligent client service representative who is looking for a practice to call home and to work in a collaborative team environment, please apply.

An ideal candidate for this position will have experience performing the work of a Veterinary receptionist (client education, efficient patient scheduling, client and patient reception, phone triage, calm collected demeanor, attention to reception and lobby environment, creative problem solving skills, etc.) or a strong client service background.

VCA Animal Hospitals offers competitive compensation and benefits package including:

  • 401(k) retirement plan with employer match available
  • Pet care discounts
  • Health and well-being programs that provide resources and training
  • Financial toolkit

Compensation is negotiable based on education, experience, and other relevant credentials. The pay range for this position is $16 to $18 per hour. Opportunities for shift differential, holiday pay, and overtime available based on business need.

We understand that our clients have choices in their veterinary care. Our mission is to never take our clients for granted and provide education, coaching to them on pet care and the support needed to care for their pets. Please note that this position requires a flexible schedule and the ability to work evenings, some weekends, and some holidays.

Not Specified
Sales Representative (Direct to Client)
Salary not disclosed
Bethesda, MD 2 days ago
Business Advisor

Rapid Finance is expanding our sales team and we are now recruiting for Business Advisor training classes. A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who are looking to start or continue to grow a thriving career in B2B sales.

Build Trust: Become a trusted advisor to your clients through the delivery of world-class client service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to provide value and sell yourself first and foremost.

Educate and Advise: Evaluate and understand hundreds of financial programs and options for small-to-medium-sized businesses. Advise clients on the financing process and recommend the best capital solution for their needs.

Fast Pace: This is a very fast sales cycle and work environment. You will be communicating with many different clients on a daily basis and most transactions are completed in 1-3 days.

End-to-End Sales Role: Our Business Advisors are responsible for facilitating the sales process from start to finish. This includes prospecting clients via call, email, & text. We leverage automated sales support to aid in initial prospecting, but you take over once a client replies or calls in. Part of the prospecting process is done via outbound phone calls. Business Advisors are expected to make 70+ calls per day between initial calls and follow-up work.

The Journey To Business Advising: Upon starting as a Business Advisor, you will complete a one-month, hands-on training program to get you ready before you hit the sales floor. This training program is heavily dependent on repetition and practice. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions. You will also be trained on the support systems that will help you be a successful Business Advisor. This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.

Once initial training is complete, you will continue to hone your skills with our Sales Director while in a production role. On-the-job training includes continued group training as well as listening to calls and getting direct feedback on how you can improve your process to increase conversions. We pride ourselves on continued coaching to better our Business Advisors and help them climb the promotion tiers within the Business Advisor role. It's one thing to retain information that is trained, we need people who can put it into play and have the discipline to execute on it every time.

Rapid Finance will not sponsor applicants for work visas of any kind for this position. Total compensation package includes a base pay of $30K plus commissions and additional cash incentives. Compensation expectation in total is $125,000-$175,000 per year.

What We Love About You:

  • Bachelor's Degree or some coursework in business, economics, communications, psychology or a similar field (or equivalent work experience)
  • Have a minimum of 1-2 years' B2B experience in consultative selling (inside or outside) in a goals-oriented, productivity/metric-driven sales environment (preferred)
  • You're able to quickly build rapport, earn the trust of your clients and keep them coming back
  • Have the desire to work hard. Our business advisors work 50+ hours per week, which will include weekends. We run on goal time and not clock time. As you ramp up as a Business Advisor, you should also expect to put in more hours as the learning curve for everyone is different. Flexibility to work evenings and weekends may be needed
  • Enthusiasm and energy be ready to fully commit to this career and everything that comes with it with a competitive spirit.
  • Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.
  • Technically savvy. Must have proficiency in computer applications including MS Office and virtual connectivity software.

Mindset is everything in this role. You need to be able to take no's and move on to the next client. People who can focus on the things in their control often find the most success.

What You Will Love About Us:

At Rapid Finance, we support our team members' growth and desire to live well-rounded lives. Our company is expanding and we are aggressively investing in our people and technology to create a best-in-class experience for our clients. Come work with us! We are ranked a Top Workplace in Washington D.C. and the Nationthese awards mean the world to us because it's based on feedback from our people!

We offer generous team benefits including a commuting/parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more. Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.

Not to mention all of the other amazing rewards that working at Rapid Finance offers.

  • Medical/Dental/Vision coverage
  • Employer-matched 401(k) plan
  • Paid Time Off and 10 paid Holidays
  • Paid Parental Leave
  • Disability Benefits (short term and long term)
  • Life and Accidental Death Insurance - Supplemental benefit programs: critical illness/accident hospital indemnity/cancer
  • Employee Assistance Programs (EAP)
  • Extensive employee wellness programs

Rapid Finance is committed to a diverse workforce and is an Equal Opportunity/Affirmative Action Employer (M/F/Disability/Veterans). We will consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information, or any other status protected by applicable law.

Not Specified
Client Service Professional - Seasonal
Salary not disclosed
Grafton, ND 2 days ago
H&R Block Job Opportunity

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future.

It Would Be Even Better If You Also Had...
  • High school diploma or equivalent
  • Ability to work flexible schedule and/or in multiple locations
  • Sales/marketing experience
What You'll Bring To The Team...
  • Answer phones and greet clients in a personalized, friendly, and inviting manner
  • Match clients with the best-suited tax professional for their needs
  • Schedule clients how they would like to be scheduled
  • Help to ensure all clients needs have been met during service both in person, over the phone or virtually
  • Maintain office cleanliness and organization of resources with team members
  • Other duties as assigned
Your Expertise:
  • Experience working in a fast-paced environment
  • Previous experience in a customer service environment
  • Ability to multi-task
  • Strong organizational and time-management skills
  • Computer proficient with the ability to use Microsoft Office
Why Work For Us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

seasonal
2027 Tax Winter Intern - Private Client Services (PCS)
✦ New
Salary not disclosed
Dallas, TX 1 day ago
EisnerAmper Internship

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

What It Means to Work for EisnerAmper

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple top \"Places to Work\" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

What You'll Be Doing

As a PCS intern, you will be working with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.

We're Looking For Someone Who Has

Current Junior or Senior working on completing a Bachelor's or Master's degree in accounting, or on track to complete 150 credits for CPA-eligibility. 0-2 years recent public accounting experience. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred/Desired Qualifications

150-Date/Final Graduation of December 2027 through September 2028. Strong academic track record (Minimum GPA: 3.0). 0-2 years recent public accounting experience. Strong MS Excel and MS Word. Strong time management and organizational skills. Strong work ethic with the ability to work independently and with a team. Great communication, leadership, and analytical skills.

Winter Internship Details

Have the availability to work in a hybrid setting for 40 hours per week during business hours (8:30am 5:30pm; Monday Friday). Live in commutable distance to your assigned office. Work a minimum of 3 days per week in your assigned office. Ability to complete the entire 15-week Winter Internship Program: January 4, 2027 April 16, 2027.

About Our Private Client Services (PCS) Team

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.

About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Should you need any accommodations to complete this application please email:

internship
Vice President, Client Experience & Innovation
✦ New
Salary not disclosed
High point, NC 1 day ago
Vice President Of Client Experience And Innovation

With over 35 years of proven expertise in the workers' compensation industry, Key Risk delivers innovative and responsive solutions that provide our clients the freedom to do what they do best. Offering guaranteed cost options to employers nationwide, Key Risk focuses on delivering products and services within specialized verticals to reduce workers' compensation exposures and deliver industry-leading results.

All products and services are distributed through appointed insurance agents and brokers. Key Risk is a member company of W. R. Berkley Corporation, whose insurance company subsidiaries are rated A+ (Superior), Financial Size Category XV by A.M. Best Company and A+ (Strong), by S&P.

The Vice President of Client Experience and Innovation is responsible for leading the strategic direction and execution of risk management, enhancing client experience, and driving innovation within the organization. This role involves developing and implementing policies, procedures, and strategies to mitigate risks, improve client satisfaction, and foster a culture of innovation. The VP will lead a multidisciplinary team of risk engineers and claim executives and collaborate with various departments to support the company's overall objectives.

Key functions will include but not be limited to:

  • Develop and execute the strategy for risk management, client experience, and innovation, aligning with the company's overall goals and objectives.
  • Create and implement risk management policies and procedures to identify, assess, and mitigate risks.
  • Design and implement strategies to enhance client satisfaction and loyalty, ensuring a seamless and positive experience across all functional areas.
  • Foster a company-wide culture of innovation by identifying opportunities for improvement, challenging the status quo and supporting cutting-edge ideas and solutions to drive business growth.
  • Ensure compliance with all relevant regulations, laws, and industry standards.
  • Lead and mentor a multidisciplinary team, fostering a culture of continuous improvement and professional development.
  • Work closely with other departments, including sales & distribution, marketing, underwriting, claims, and operations, to ensure cohesive practices across the organization.
  • Participate in the senior leadership meetings, highlighting functional area impact, client experience metrics and innovation initiatives.
  • Stay abreast of industry trends and innovations, incorporating best practices into the company's framework.

MUST WORK OUT OF THE HIGH POINT, NC OFFICE.

Education Requirement:

  • Bachelor's degree in Risk Management, Business Administration, or a related field. Advanced degree preferred.
  • Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to lead and motivate a team.
  • Professional certifications such as Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), or similar are highly desirable.

Qualifications:

  • Demonstrated ability to lead and inspire a team.
  • Ability to develop and execute strategic plans.
  • Strong commitment to enhancing client satisfaction.
  • Ability to drive and implement innovative solutions.
  • Strong collaborative skills to work effectively with various departments

We do not accept any unsolicited resumes from external recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship not Offered for this Role

Not Specified
Bilingual Client Relations Associate
✦ New
Salary not disclosed
Atlanta, Georgia 1 day ago

JOB DESCRIPTION

Title:

Client Relations Associate

Reports To:

COO

Supervises:

None

Classification:

Non-Exempt

Summary:

Responsible for front desk duties.

Essential Functions:

  • Direct the activities of the reception area of immigration law firm.
  • Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
  • Analyze & resolve client concerns in a timely manner.
  • Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
  • Answer and transfer incoming calls for all phone lines.
  • Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
  • Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
  • Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
  • Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
  • Follow up with clients to ensure they understand the legal retainer process.
  • Process clients' payments for IC appointments, new legal processes, and related legal services.
  • Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
  • Maintain cleanliness and organization of all conference rooms, as needed
  • Train newly hired staff regarding front desk duties.

Non-Essential Functions:

  • Other duties as assigned.

Qualifications:

Education and Work Experience

MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are essential.

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;

  • Must be able to lift 35 pounds;
  • Must be able to stand or sit for long periods of time
Not Specified
jobs by JobLookup
✓ All jobs loaded