Client Services Operations Specialist

Job Description

REQUIREMENTS

• Bachelor’s degree in business administration or closely related field preferred, or equivalent combination of technical training and experience.
• 1+ years experience in client or customer service is required.
• Technical orientation including proficiency with Microsoft Excel, Word, and Outlook.
• Strong interpersonal and communication skills to communicate effectively, both orally and in writing, in a professional manner when dealing with all levels of legal, management, and support staff.
• Ability to learn fast and multi-task effectively while staying organized and maintaining work quality.
• Ability and drive to identify knowledge gaps and willingness to ask questions.
• Acute attention to details and work product.
• This role is remote first model with occasional in office collaboration in the Minneapolis office.

RESPONSIBILITIES

• Accurately and timely update the firm database(s) for all clients in accordance with firm process guidelines.
• Update and maintain team sites and systems regarding billing, collections, and estimates requirements.
• Build strong partnerships with other departments within the firm to align to our internal policies and procedures.
• Manage and enforce outside counsel guidelines and oversee related education, implementation, and enforcement.
• Lead routine outside counsel guideline audit.
• Assist in development and support of testing scripts and technical documentation of the department’s workflow and processes.
• Ensuring accurate documentation, setup, and management of client invoicing and collections.

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