What are the responsibilities and job description for the Client Success Coordinator position at Lisinski Law Firm?
Job Summary:
Client Coordinators help guide our clients through their entire case process. They are there to help the client understand where they are in each stage of the process, assist them with questions regarding documents or processes, and set the client up for success from the outset.
Client Coordinator Responsibilities:
- Serve as principal point of contact for clients throughout the lifecycle of their case
- Learn and maintain a working-level knowledge of all steps and processes for each case type
- Establish good rapport with clients, focusing on building trust and serving as a resource through the legal process
- Establish positive working relationships with staff at all levels and in all departments throughout the firm
- Maintain expert-level knowledge of the firm’s escalation paths and FAQs
- Monitor, complete, reproject, and notate all assigned Tasks in the case management system (MyCase)
- Document all client interactions in clear, detailed case notes
- Provide clients with onboarding information and conduct follow-up to ensure authorizations are signed
- Guide and assist clients with fingerprinting services
- Schedule virtual and in-office appointments for clients
- Provide clients with Third Party Authorization coaching and obtain signed form, when applicable
- Request and oversee follow-through of client Psychological Evaluations
- Serve as a resource to clients for general case status updates; reroute calls to specific team members for more specialized handling
- Provide clients with final submitted case packets
- Monitor daily mail scans to process USCIS receipts and register filed cases to USCIS website
- Conduct oversight and provide reminders to clients regarding Biometric Appointments
- Deliver good news to clients when work permits, approval notices, prima facie determinations, travel permits, social security cards have been received
- Follow up on case status to ensure cases are progressing within expected timelines
- Monitor and respond to incoming emails to the Client Support proxy box
- Assist with client escalations
Required Skills/Abilities:
· Excellent verbal and written communication skills
· World class customer service
· Positive attitude
· Strong analytical and problem-solving skills
· Proven ability to meet deadlines and time manage themselves without supervision
· Enjoy working in a fast-paced, results driven environment
· Proficient with Microsoft Office Suite or related software
· Bilingual (Spanish- English)
Education and Experience:
High School diploma or equivalent
At least one year of experience in similar remote positions
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer
Salary : $37,200 - $47,100
