Client Engagement Specialist II

Job Description

Fragomen, the leading global immigration services provider and an AmLaw 100 Firm, is seeking a Client Engagement Specialist who will provide vital support to our corporate functions.

Our Client Engagement Specialists assist the Senior Client Engagement Manager with managing client service teams and ensure efficient and effective interactions with new and existing clients of the firm.

How you will make a difference as a Client Engagement Specialist at Fragomen:

• Participate on implementation calls and partner with the Senior Manager and Team Leads on assigned New Client Onboardings
• Act as the main point of contact in your region for requirements or functional related process questions for client and legal team stakeholders
• Schedule recurring implementation meetings (including Senior Manager and assigned Lead) with both internal and external clients
• Lead the elicitation and documentation of detailed onboarding process requirements
• Own projects (New Client Onboardings) in terms of managing inputs and outputs, coordinate timing and manage
• Assist Senior Manager and leads with resolving day to day client related questions
• Assist Senior Manager with new client onboarding presentations for in person client meetings
• Provide timely, accurate and efficient guidance for new client initiations of case requests in our system
• Develop and update an initiations manual/cheat sheet for each client according to defined procedure
• Assist with Client Implementations, collaborating with various internal teams - IT, Client Services, Finance, etc.
• Assist legal teams with off-boarding of clients
• Update and modify data in our client on-boarding library
• Create Ad-hoc reports for internal and external customers
• Analyze, report and provide solutions to process errors
• Communicate discrepancies and coordinate process needs to high profile clients
• Ensure smooth client onboarding procedures
• Assist with process documentation and process improvement initiatives
• Conduct in depth research of current client information as needed
• Assist with system improvements, project implementations, and ad hoc projects as needed

Let's talk if you have the following qualifications and experience:

• Strong verbal and written communication skills
• Familiarity with writing business protocols
• Advanced MS Office including Word, Excel, PowerPoint, and Visio
• Experience with process mapping in Microsoft Visio preferred
• Must possess strong organizational and data entry skills
• Bachelor's degree in Business or business related field preferred
• You will have excellent organization and client engagement skills, as well as be able to multi-task in a faced paced role with competing demands.