Client Services Coordinator - FeeWise (7am-3.30pm EST only)

Our client operates in the legal finance sector, addressing cash flow challenges faced by law firms worldwide. They offer a range of payment and finance products designed to help law firms provide clients with better payment and financing options, increase billing efficiency, accelerate payments, reduce investments in work in progress and receivables, and access funding for growth.

About the Opportunity

The Client Services Coordinator role supports the operations team by managing client inquiries, cases, and administrative tasks throughout the client lifecycle. This position plays a key role in maintaining client satisfaction by providing timely and professional assistance, contributing to the smooth operation and effectiveness of client services.

Responsibilities

• Serve as the primary contact for client assistance regarding products and services.
• Handle inbound calls promptly and professionally.
• Return client voicemail messages and callback requests.
• Respond to assigned cases within required timeframes using HubSpot.
• Follow up on outstanding cases to ensure timely resolution.
• Collaborate with the Operations Manager to support business objectives.
• Use multiple platforms to investigate and resolve client issues.
• Assist with administrative tasks including onboarding, account maintenance, billing, refunds, cancellations, and chargebacks.
• Maintain accurate and current client records.
• Identify opportunities to enhance resources, systems, and processes.

Requirements

• 3 to 5 years of experience in client support, customer service, or operations.
• Strong interpersonal and communication skills.
• Commitment to delivering excellent client experience.
• Ability to follow processes and suggest improvements.
• Strong organizational skills with the ability to prioritize tasks.
• Proficiency in Microsoft Office, including Excel.
• Ability to learn new systems quickly.
• Experience in legal or financial services is an advantage.
• Familiarity with LEAP, practice management software, HubSpot, Stripe, or ClickUp is beneficial.

Pay

Pay range: $45,000.00 to $55,000.00 per year.

Benefits

• Medical, Dental, and Vision insurance plans available.
• 401(k) with company matching program.
• Access to Wellhub.
• Employee Assistance Plans.
• Flexible paid time off.