Client Experience Coordinator

• Handling incoming leads which will constitute 70% of your role.
  
• Completing intakes with leads through phone email and inbound referrals.
  
• Moving clients through the intake process including running conflicts checks and onboarding.
  
• Ensuring conflicts checks are completed for each new file as it is crucial for the firms compliance and reputation.
  
• Filling out necessary information within the CRM system to maintain accurate records.
  
• Managing both net new clients and existing clients with various shareholders.
  
• Managing client interactions including greeting visitors providing hospitality and managing mail runs.
  
• Demonstrating high attention to detail and organizational skills in managing client data effectively.
  
• Actively participating in crossfunctional collaboration to enhance client experiences and business outcomes.
  

Requirements

• 2 years of previous coordinator or customer success experience.
  
• Previous experience working in a B2B environment is preferred.
  
• Experience relevant to client processes and providing exceptional client experiences.
  
• High level of business acumen and professionalism in dealing with clients and stakeholders.
  
• Experience within a legal environment is considered an asset.
  
• Ability to adapt to and learn new applications quickly demonstrating strong technology savvy.
  
• Proven ability to challenge the norm and thrive in an innovative environment.
  
• Comfortable working independently and in ambiguous situations.
  
• Enjoys wearing multiple hats and taking on various responsibilities.
  
• Possesses a gogetter attitude and enjoys taking ownership of tasks and projects.
  
• Consistently exhibits a high attention to detail and maintains a high level of organization in all tasks and responsibilities.
  

Benefits

• Working at a company that is not the standard they aim to challenge the status quo!
  
• Competitive compensation and opportunity for performance and company bonus
  
• 3 weeks vacation (and office closure during December holidays)
  
• Attractive benefits package!
  
• This is an onsite role