Client Services Manager – Legal/Immigration

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee the creation of internal workflow protocols and documentation.

• Compose and circulate firmwide memos that support case work.

• Manage the onboarding process for new corporate clients.

• Facilitate the collection and organization of documents.

• Collaborate with the WRapid team to ensure accurate setup of internal platforms.

• Provide assistance to Partners and Managing Attorneys in addressing client inquiries.

• Work alongside Partners and Managing Attorneys to develop reports, dashboards, and tools tailored for clients.

• Analyze data from standard reports and relay findings to Leadership and Partners.

• Establish best-practice protocols for data management and oversight of data integrity.

• Create and execute initiatives to uphold the integrity and organization of client information.

• Maintain subject matter expertise for several key clients.

• Aid Attorneys in the development of training materials for client presentations and present when necessary.

• Collaborate with the Business Development team on Requests for Proposal and other documentation.

• Perform additional duties as assigned.

⛳️ Requirements

• A Bachelor’s degree (mandatory) with a strong academic foundation.

• A minimum of 5-7 years of experience in business immigration.

• Exceptional attention to detail.

• Strong interpersonal abilities.

• Demonstrated organizational, process, and computer skills.

• Familiarity with a CRM; Salesforce is preferred.

🏝️ Benefits

• Paid time off.

• Paid holidays.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Health savings account.

• Flexible spending account.

• 401(k) retirement plan.

• Roth 401(k) retirement plan.

• Employee assistance program.

• Remote work arrangement.