Client Service Specialist
Listed on 2026-03-01
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Administrative/Clerical
Office Administrator/ Coordinator
A leader of client relations demonstrated through the commitment to providing excellent service to internal and external clients. Providing guests to the Firm with a memorable experience.
Essential Responsibilities include (please note the following list of responsibilities is not in any order of significance and not intended to be a comprehensive list of all responsibilities for this position):
Client Services- Provide front‑desk client services, including professionally greeting clients and visitors, confirming arrival details, escorting guests to conference rooms, and offering beverages.
- Support meetings and attorney coordination by preparing conference rooms for depositions or mediations as needed and notifying legal assistants and attorneys upon client arrival.
- Open and prepare conference rooms for daily meetings in the morning.
- Maintain proper appearance of conference rooms between meetings (removing beverages, used coffee cups, glasses, etc.).
- Reset chairs and tabletop materials to proper placement when meetings have ended.
- Connect video conference technology for meetings when necessary.
- Respond to email conference room requests and advise if there are conflicts with requested rooms and time frames.
- Assign and confirm conference room reservations; keep copies of confirmed conference room reservations at front desk to refer to daily.
- Manage incoming telephone communications by routing calls to appropriate personnel, including conducting consultative transfers to attorneys with advance notice of the caller’s identity and subject matter, and directing routine calls to the appropriate staff member.
- Maintain and update the Naples office telephone directory, ensuring accurate employee names and extensions through timely additions and removals.
- Manage certain firm operating and trust account deposits and reporting, including scanning and verifying client checks.
- Reconciling deposits and wire activity, coordinating trust disbursements, and processing filing fees by validating client matters and entering charges accurately.
To perform the job successfully, an individual should demonstrate the following competencies:
- Forward-thinking – Anticipating future trends, challenges, and opportunities and acting proactively to prepare for them. It involves a strategic growth mindset that focuses on long-term success through innovation, adaptability, and creative problem-solving
- Innovation & Design – Be open to new ideas and promoting positive innovation. Demonstrates attention to detail. Fosters agility.
- Problem Solving and Decision Making – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully. Aligns critical priorities. Thinks and acts strategically.
- Interpersonal Skills – Focuses on solving conflict and applies growth mindset.
- Oral Communication – Listens and gets clarification; responds well to questions.
- Team work and Collaboration – Balances team and individual responsibilities; contributes to building a positive team spirit.
- Professionalism – Accepts responsibility for own actions; follows through on commitments.
- Quality – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality.
- Dependability – Follows instructions, responds to direction; commits to long hours of work when necessary to reach goals.
- Initiative – Takes independent actions and calculated risks; asks for and offers help when needed.
- Integrity – Model positive behaviors and actions. Maintains confidentiality and fosters trust.
To perform this job successfully, an individual must be able to perform each essential duty and other related responsibilities as needed. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education and/or Experience
. Bachelor s degree (B.A.) from a four-year college or university; or two years related experience and/or training; or equivalent combination of education and experience in…
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