Client Services Specialist

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

📋 Description

• Act as the main email point of contact for both new and current clients, ensuring prompt and precise replies.

• Facilitate the onboarding process for new clients and users into Lexitas systems while introducing them to the online client portal.

• Oversee data entry tasks such as job orders, new attorney/firm profiles, locations, and client preferences.

• Organize and schedule deposition services across various departments.

• Track job queues and backlogs, update case statuses, and send daily job entries.

• Work in collaboration with sales and operations to assist in lead generation, address client concerns, and guarantee job completion.

• Create and distribute client job reports, ensuring billing accuracy.

• Provide support for the call queue as necessary and assist with after-hours availability on a rotating schedule.

• Uphold confidentiality and comply with HIPAA regulations regarding the handling of legal and medical records.

• Offer client support and coordinate the delivery of Lexitas legal and corporate support services.

⛳️ Requirements

• High school diploma or equivalent is required.

• Minimum of 1 year experience in litigation services, legal support, or a customer service role.

• Exceptional attention to detail coupled with a strong sense of accountability.

• Capability to manage multiple priorities in a dynamic environment.

• Strong data entry and typing skills with an emphasis on accuracy.

• Excellent verbal and written communication abilities.

• A positive, client-focused attitude with superb customer service instincts.

• A team-oriented approach with the ability to adapt to changing priorities.

• Proficiency in Microsoft Outlook, Word, Adobe Acrobat, and standard office software.

• Reliable attendance and a strong work ethic.

• Willingness to work occasional overtime or on-call shifts as necessary.

• Ability to effectively present information and respond to inquiries from both internal and external customers whose primary language is English.

• Familiarity with HIPAA compliance is preferred but can be trained.

• Knowledge of legal terminology or deposition notices is a plus.

🏝️ Benefits

• Fully equipped home office setup, including a company-issued laptop.

• Medical, dental, and vision coverage.

• 401(k) with company match.

• Paid time off.

• Paid holidays.

• Company paid maternity leave.

• Company paid baby bonding leave.

• Company paid military leave.