Client Records Specialist
Job Description
How Will You Make a Difference?
- Creating and maintaining client data (e.g., New Clients/Matters, and Electronic Files) across the firm's systems (Prolaw and Aderant)
- Verifying proper documentation is submitted before updates are made (e.g., new matter forms, engagement letters, transfer packets, termination documentation).
- Serving as primary point of contact and responding in a timely manner to department requests.
- Working collaboratively with the systems compliance team to create new procedures and methods for client data requests.
- Providing policy, procedural, training, and technical advice to departmental staff and the user community.
What Will You Bring to the Table?
- Bachelor's degree in information/data management preferred
- Requires a minimum of 3 years of experience in data and database management; preferably in the professional services industry
- Intermediate level of proficiency with MS Excel
- Intermediate level of proficiency with database software and data manipulation
- Experience with Prolaw and Aderant preferred
- Excellent interpersonal and communication skills are required to communicate and work with a diverse group of attorneys and staff via telephone, e-mail, and in person.
- Ability to maintain a high level of attention to detail and organization in all aspects of the position.
- Ability to work in office - This is a hybrid role requiring in person presence on Wednesdays each week.
Why Fish?
When you join our team, we offer:
- Competitive pay and discretionary bonus opportunities along with a rich benefits package, including comprehensive medical and dental coverage, generous paid time off, and tuition reimbursement
- Award-winning retirement and profit sharing plans with employer contribution
- A family-friendly atmosphere with back-up child care, as well as health and wellness initiatives
- This position has a hybrid telecommuting schedule with time split between working at the office and working remotely.
Our Commitment to Diversity
As a firm that serves the world's greatest visionaries, we know that creativity and innovation are the result of seeing the world from multiple different perspectives. Having a diverse team enhances the quality of legal services we provide to our clients, sustains our standing as a premier IP law firm, and strengthens the fabric of our firm.
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Date Posted
10/21/2023
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