Client Relations Associate

Maney Gordon Zeller, PA Tampa , FL 33602

Posted 4 weeks ago

Client Relations Associate

Reports to: Partners Department: Client Relations

Classification: non-exempt Date: 03/26/2019

JOB SUMMARY:

National Immigration Law Firm is seeking a professional, friendly and outgoing individual to provide client services via telephone, e-mail and in person to schedule appointments and confirm appointments for clients requesting immigration services by the firm's attorneys. This is a professional law firm environment where client communication skills and follow up service are essential to the firm's practice and success. The team member must be positive, creative, and have a commitment to hard work.

ESSENTIAL FUNCTIONS:

  • Following up with, and scheduling appointments with prospective clients.

  • Setting consultation appointments for clients with the firm's attorneys.

  • Use of a CRM to manage client information and to make changes on client status in pipeline.

  • Ensure that correct codes are used for tracking client information.

  • Follow up on inbound internet inquiries on CRM.

  • Schedule meetings with legal assistants and/or attorneys for time-pressed matters.

  • Perform duties with client relations department where client contact is a prime responsibility.

  • Coordinate with legal assistants and attorneys in providing service to clients.

  • Maintain confidentiality of all client files.

ADDITIONAL RESPONSIBILITIES:

Performs other related duties as assigned.

SUPERVISION RECEIVED:

  • Performs routine duties where judgment is required when communicating with clients, legal assistants, attorneys, and intercompany personnel. Work is performed under defined and uniform procedures.

RESPONSIBILITY AND AUTHORITY:

  • Equipment: Reasonable care and operation of standard office equipment such as telephones, computers, and furniture.

  • Business Contacts: Responsible for maintaining good client relations and contacts with other personnel including legal assistants, paralegals, members of other departments and offices of the firm.

MINIMUM REQUIREMENTS:

  • Must have High School Diploma or equivalent, plus one year of customer service training.

  • Must be proficient in Spanish and English.

  • Must have typing skills, knowledge of office systems and CRM.

  • Previous background should include demonstrated ability to deal with clients.

  • Must be personable, well-spoken and have a polished and professional appearance.

  • Must have excellent writing, communication, organizational, and case management skills.

  • Must be able to execute all tasks within a fast-paced environment

  • Previous sales or administrative experience at a law firm or doctor's office preferred.

  • Experience with high volume inbound and outbound calls.

Benefits:

  • Health Insurance

  • Dental

  • Vision

  • Life Insurance

  • Paid Holidays

  • PTO

  • Awesome Work Culture

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sr Registered Client Associate Private Client Group

Wells Fargo

Posted 6 days ago

VIEW JOBS 4/18/2019 12:00:00 AM 2019-07-17T00:00 Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. The Sr. Registered Client Associate provides sales practice as well as overall administrative and operational client service support to assist the business activities of the Financial Advisor(s). Interfaces directly with clients may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under the direction of the Financial Advisor and as securities licensing and registrations permit. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, preparing forms and reports from rough drafts, as well as preparing and/or originating correspondence for the Financial Advisor, which may include marketing campaigns. May originate their own administrative or operational related correspondence on accounts with the approval of the Financial Advisor. Handles telephone calls, requests for research reports and researches account problems. Establishes and maintains files to meet regulatory requirements, creating and producing reports and databases, establishes and maintains filing and record keeping necessary to support sales efforts. Provides knowledge and systems support to branch personnel and training for entrylevel assistants. Required Qualifications * 5+ years of financial services experience * Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents) Desired Qualifications * Strong client service skills * Strong attention to detail and accuracy skills * Effective organizational, multi tasking, and prioritizing skills * Good verbal, written, and interpersonal communication skills Job Expectations * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required Street Address FL-Tampa: 4030 W BOY SCOUT BLVD - TAMPA, FL Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WEALTH INV MGMT/WIM PSI 0051546 WEALTH INV MGMT/WIM PSI Wells Fargo Tampa FL

Client Relations Associate

Maney Gordon Zeller, PA