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Stable client within the legal industry seeks a tech savvy, Client Service Coordinator with strong communication skills. This role consists of providing excellent customer engagement by drafting client correspondence and documentation, generating client invoices, distributing incoming mail and packages, forwarding onboarding documents, entering data into the company’s CRM system, collecting client payments, and coordinating with outside vendors as needed. The ideal Client Service Coordinator will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries.
Job Responsibility:
Assist and welcome visitors
Manage client records and documents
Assist with administrative support
Provide client/vendor support/management
Calendar Management
Generate email correspondence
Review Legal Agreement/Contracts
Document Management
Resolve transaction discrepancies
Draft client correspondence and documentation
Generate client invoices
Distribute incoming mail and packages
Forward onboarding documents
Enter data into the company’s CRM system
Collect client payments
Coordinate with outside vendors
Develop business plans to assist in goal setting
Present product knowledge to prospective clients
Negotiate agreements
Resolve all client inquiries
Requirements:
Bachelors degree in Accounting/Finance/Business Administration
1+ years customer support/account management/administrative experience