Top 48 Client services associate Jobs in Waldorf, Md

Client Intake Specialist
Thompson Coburn LLP —Washington, DC
- From $63,000 a year
- Overtime
- Hybrid work
- Word processing
- English
- Quality control
- Profit sharing
- Wellness program
Quick Apply
8d
Associate Service Designer, Disaster Client Care Applications
American Red Cross —Washington, DC
- $83,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance
1d
Private Client Relationship Associate
Brown Advisory —Washington, DC
- $65,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Account Associate -- Client Services
DCI Group —Washington, DC
- $60,000 a year
- Full-time
- Writing skills
- Office
- Communication skills
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Client Services Associate
Pillar Wealth Partners —Alexandria, VA
- $50,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Office
- Health insurance
- 401(k)
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22h
Client Experience Associate - Anacostia
PNC Financial Services Group —Washington, DC
- $40,500 - $67,500 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
Digital Associate Product Manager, Disaster Client Care Products
American Red Cross —Washington, DC
- $83,000 - $105,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
1d
Client Services Representative
Bdt & Associates Inc —Arlington, VA
- $48,000 - $52,000 a year
- Full-time
- Research
- Office
- Organizational skills
- 401(k)
- Paid time off
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Registered Wealth Management Client Associate
Bank of America —Alexandria, VA
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
10d
Registered Client Service Associate - Washington, D.C.
Raymond James Financial, Inc. —Washington, DC
- $45,000 - $80,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Senior Accounting Associate – Client Accounting & Advisory Services
Aprio —Washington, DC
- $73,000 - $117,500 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Finance
- Profit sharing
- Wellness program
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Washington, DC
- $33,280 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Associate Client Advocate
WTW —Arlington, VA
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
1d
Registered Client Service Associate
Morgan Stanley —McLean, VA
- $70,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
CLIENT SERVICES REPRESENTATIVE BILINGUAL
Whitman-Walker Health —Washington, DC
- $19.00 - $23.75 an hour
- Weekends as needed
- Spanish
- HIPAA
- Office
Quick Apply
Client Service Associate
Moodreact —Washington, DC
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
Quick Apply
1d
Client Information Technology Support Specialist
CaseGuard —Arlington, VA
- $65,000 - $75,000 a year
- Computer Science
- Mid-level
- Windows
- Paid holidays
- Health insurance
Quick Apply
Client Relationship Officer
WesBanco Bank, Inc. —Bowie, MD
- $60,000 - $70,000 a year
- Computer literacy
- Research
- Mid-level
- Paid holidays
- Disability insurance
2d
Senior Client Management Associate
CAPTRUST —Alexandria, VA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Disability insurance
Client Service Associate (Washington D.C)
Oppenheimer & Co. Inc. —Washington, DC
- $50,000 - $60,000 a year
- Full-time
- Organizational skills
- 1 year
- Entry level
- Disability insurance
- Health insurance
Quick Apply

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Client Intake Specialist

Thompson Coburn LLP -
Washington, DC

Quick Apply

Job Details

Full-time
From $63,000 a year
8 days ago

Benefits

Profit sharing
Wellness program
Paid parental leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Accounting systems
Confidential information handling
Data mining
Phone communication
Interviewing clients
Word processing
Practice management software
English
Legal firm experience
Law office experience
Productivity software
Grammar Experience
Client interaction via phone calls

Full Job Description

Thompson Coburn, a large full-service law firm with offices in eight (8) cities across the U.S., is in search of a full-time non-exempt Client Intake Specialist to join one of its offices in Dallas, Chicago, St. Louis, or Washington D.C. With over 450 attorneys and experience in 50 areas of law, Thompson Coburn is regularly recognized for providing clients with outstanding value and service. Driven by our core values of integrity, innovation and diversity, we collaborate and work in a welcoming, fast-paced, and inclusive environment. If you want to advance your career in legal administrative support, then this might be an exciting opportunity for you.

Under the guidance of the Client Intake Manager, this position will process client and matter intake requests, perform quality review checks, and apply a general understanding of legal conflict of interest principles. It will also provide guidance to attorneys, legal administrative assistants, and other support staff regarding the conflicts and client/matter intake processes. This non-exempt position is eligible for a hybrid-remote work schedule after an initial training period.

Key Responsibilities:

Develops and applies a general understanding of legal conflict of interest principles.
Applies quality assurance review of conflicts and client/matter information and ensures high levels of accuracy and completeness of information and adherence to Firm guidelines and procedures.
Utilizes software and workflow platform to process client and matter intake information.
Processes conflict requests for clients and matters.
Processes changes and updates for client and matter files, which includes certain key information related to contact information and billing rates.
Documents, updates, and communicates procedures, known issues, or workarounds to users as well as provides general user support for the intake and conflict request tools.
Escalates actual or potential issues to the appropriate individual(s).

Knowledge, Skills, and Abilities Required:

Must display excellent customer service.
Must possess strong collaboration skills to successfully work in a team environment.
Demonstrated knowledge of Microsoft Office Suite.
Familiarity with Aderant and Intapp or similar computerized accounting and client intake software.
Must be able to handle critical duties on fast-paced days and keep longer term responsibilities on target, all with minimal supervision.
Must possess a high level of professionalism and interpersonal skills so as to be able to work well with attorneys and employees at all levels within the organization and maintain all information in the strictest of confidence. Required to use tact and diplomacy when dealing with others.
Must have ability to read, write and communicate fluent English; ability to compose documents in the appropriate business style using correct grammar and spelling; ability to communicate clearly using proper grammar and diction over the telephone.
Must possess excellent attention to detail, ability to balance multiple projects and have strong time management skills.
Must possess critical thinking and problem solving skills.
Must have ability to reason and apply common-sense understanding to situations encountered.
Ability to process routine daily functions while being able to resolve sensitive issues and complex assignments utilizing above average critical thinking skills.
Must have ability to collect information through communication, questioning and interviewing techniques.
Ability to work overtime as needed.

Experience and Education Qualifications:

Associate degree or higher preferred.
Minimum one year prior experience scrubbing, mining or analyzing data required. Prior experience in the legal services industry required.
Prior client intake and conflicts experience in the legal services industry strongly preferred.

Compensation:

For applicants that meet the experience requirements for the role and are physically based in Washington, D.C., the expected salary range is $63,000 - $71,000 annually upon commencement of employment. Starting salary will be determined on an individualized basis with consideration to prior experience and additional qualifications. This is in addition to a comprehensive benefit package offered by the Firm.

Thompson Coburn LLP is a large, full service, multi-state firm with offices in Birmingham, Chicago, Dallas, Los Angeles, New York, St. Louis, Southern Illinois, and Washington D.C. At Thompson Coburn, our behavior and the expectations we have of ourselves are guided by the values that we hold in the highest regard: integrity, a passion for excellence, a focus on serving the client, a value of diversity, innovation, creativity, trust, and loyalty. Within the Firm, we value each other as people and colleagues. In addition to the exceptional working environment and a competitive salary, Thompson Coburn provides the following benefit options to qualifying employees:

Medical Insurance
Vision Insurance
Dental Insurance
Life Insurance & ADD policies
Short & Long Term Disability Insurance
Paid Parental Leave
401(k) Profit Sharing plans
Parking/Transportation Stipend
Section 125 Plan (Pre-tax premiums and medical reimbursement)
Paid Holidays
Paid Time Off (PTO)
Employee Assistance Program (EAP)
Employee Wellness Program
Tuition Reimbursement
College Savings Plan Deductions (529 Plans)
Long Term Care

Equal Opportunity Employer M/F/D/V

Pay: From $63,000.00 per year

Work Location: Hybrid remote in Washington, DC 20006

Quick Apply

Refine Your Search

client services associate jobs in waldorf, md

Client Intake Specialist

Associate Service Designer, Disaster Client Care Applications

Private Client Relationship Associate

Account Associate -- Client Services

Client Services Associate

Client Experience Associate - Anacostia

Digital Associate Product Manager, Disaster Client Care Products

Client Services Representative

Registered Wealth Management Client Associate

Registered Client Service Associate - Washington, D.C.

Senior Accounting Associate – Client Accounting & Advisory Services

Private Wealth Management Registered Client Service Associate

Associate Client Advocate

Registered Client Service Associate

CLIENT SERVICES REPRESENTATIVE BILINGUAL

Client Service Associate

Client Information Technology Support Specialist

Client Relationship Officer

Senior Client Management Associate

Client Service Associate (Washington D.C)

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