Sr. Associate - New Accounts: Legal Documents Team

About the role

This position follows a hybrid-friendly schedule with three in-office days per week at one of the following locations: St. Petersburg, FL; Memphis, TN; or Southfield, MI.

Responsibilities

• Develop working knowledge of the organization's policies, procedures, regulatory codes, and codes of conduct relevant to own work, adhering to mandatory procedures to ensure work meets required standards.
• Answer telephone inquiries and assist callers or those making varied inquiries by email or mail with requests for information, directing more complex matters to colleagues as necessary.
• Initiate internal and external contact to convey requests, provide instructions, or obtain information on behalf of a senior colleague.
• Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems, including tasks such as purchasing materials, entering budgetary information, and recording time and expenses.
• Carry out client service activities, including handling client cases and inquiries that are more complex or outside the norm.

Skills

• Works at an intermediate level to achieve thoroughness and accuracy when accomplishing a task, typically with guidance.
• Works at an intermediate level to receive, monitor, and deal with all allocated customers, typically with guidance.
• Works at an intermediate level to understand and operate effectively all client management systems, typically with guidance.
• Works at an intermediate level to express ideas, request actions, formulate plans, and policies through clear and effective verbal communications, typically with guidance.

Education

• High School diploma or equivalent (required)

Work Experience

• General experience: 7 to 12 months

Certifications

• Travel: Less than 25%

Workstyle

• Hybrid

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave