Client Account Representative
2 weeks ago
Job Title: Client Services Representative (CSR)
Job Summary:
This position monitors and reviews all files, new and existing, to maintain a high standard of compliance according to the client’s guidelines and Blitt & Gaines’, P.C company standards. After a training process, this position will require a general knowledge of all client specific procedures, office procedures, litigation process and transacts the general business of the Client Service Department subject to general supervision. This position works as both a liaison between our firm and the client, as well as an internal auditor. The representative will review files on a daily basis, delegate direction for those files and take responsibility for the progression of those files through the litigation process while adhering to client timelines and assigned deadlines.
Essential Duties and Responsibilities:
All duties and responsibilities are to be completed within the required period as outlined by the department manager and work standards.
- Serves as a liaison between the firm and the client.
- Manage client emails for status requests and updates within required periods.
- Work through the daily exception list from the client.
- Process correspondence and media from the client.
- Requires effective interaction with employees of various departments, sub-departments, members of management, and client contacts.
Qualifications and Skills:
- 1-2 years’ experience in an administrative position in a legal, banking or business field
- Well-versed in Microsoft products, specifically Excel and Outlook.
- Effectively communicates in both verbal and written mediums.
- Must be detail-oriented and analytical.
- Must be organized.
- Must have above average reading comprehension skills.
- Must possess ability to work independently as well as in group environments.
Blitt and Gaines, P.C. offers PTO, Paid Holidays, Medical Benefits, Competitive Salary and 401(k) and profit sharing plans Benefits include - Medical, Dental, Vision, Life Insurance and Short Term Disability.
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