Client Survey and Compliance Specialist

Position Summary

The Client Survey and Compliance Specialist will support strategy and execution of firmwide client survey responses, team processes and other initiatives. This position will work collaboratively with, and as an integral part of the firm’s client management team.

Key Responsibilities

• Partners with members of the marketing and business development department, client management team, attorneys, and other firm teams to strategically manage and respond to client surveys and questionnaires in a client centric manner
• Manages the end-to-end process of responding to client surveys and questionnaires, including participating in strategy sessions, and coordinating timely, accurate responses to due diligence questionnaires, third-party risk assessments, vendor surveys, vendor onboarding requests, and other compliance related inquiries
• Serves as a central point of coordination across internal stakeholders to collect, review, and validate information needed to complete client-driven requests
• Analyzes client requests to identify trends, recurring questions, and opportunities to improve response efficiency and consistency
• Supports client management initiatives by identifying opportunities to enhance client service, communication, and operational efficiency
• Serves as a central point of coordination across internal stakeholders to collect, review, and validate information needed to complete client-driven requests
• Buils strong and cooperative relationships with other departments that contribute to client surveys, such as accounting, the Office of General Counsel, IT, Human Resources, and others
• Ensures responses comply with the client survey requirements and Greenberg Traurig standards
• Maintains and captures custom content in the firm’s proposal development system

Qualifications

• Skills & Competencies: Self-starter and team player, able to accept direction, yet work independently; Excellent prioritization and time management skills with strong attention to detail; Ability to function in a fast-paced environment, prioritize multiple complex projects on a daily basis, and adjust to shifting priorities; Outstanding interpersonal and communication skills, both written and oral; Ability to collaborate and gain the respect, trust, and confidence of the Firm’s attorneys and professional staff.
• Education & Prior Experience: Bachelor’s degree required; Minimum of five years of marketing and business development experience at a law firm or other professional services firm, with proven experience responding to client surveys and proposals
• Technology: Advanced proficiency in Microsoft Office suite, including Word, PowerPoint, Excel, and Outlook; Applies practical, hands-on experience with generative AI tools (e.g., Microsoft Copilot, ChatGPT, or similar platforms) to support a range of professional and managerial tasks, including drafting, summarizing, brainstorming, and organizing content; Consistently applies sound judgment when reviewing AI-generated work product and maintains full accountabilities for all final outputs; Demonstrates working knowledge of governance considerations, including ethical use and risk awareness, and adapts to emerging AI and related technologies

Benefits

We offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment.