Robert Half Legal Client Relationship Manager in San Jose, California
A South Bay Financial Company is looking for a Candidate who has experience providing excellent customer service to clients, understanding the clients' needs, and administering the appropriate procedures and processes in a timely, accurately and professional manner. Primary Duties and Responsibilities Trust and Escrow/Fund Administration: - Maintain relationships with Trust and Escrow clients with the highest level of client service - Coordinate with banking partners and clients to open trust and escrow accounts - Identify and understand pertinent provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts - Ensure Trust and Escrow clients are properly administered from escrow inception through completion of contractual requirements - Responsible for timely and accurate client billing - generate invoice requests to Accounting using Salesforce - Create desk procedures specific to Trust and Escrow clients - Data entry Live Chat: - Respond to client inquiries with accuracy, whenever possible - Direct inquiries to appropriate employee General Administrative Support: - Provide back-up administrative support when needed, including reception duties (answer phones and greet visitors(, mail processing, Federal Express shipping, incoming check processing, etc. and kitchen
Located in major North American and global markets, Robert Half Legal is the premier provider of legal staffing and consulting professionals on a full-time, project, and temporary basis, serving both law firms and corporate legal departments. We also provide project and e-discovery teams and workspace for a wide range of initiatives, including litigation support, M&A; and document review matters. Our dedicated teams' industry experience allows us to quickly match skilled legal professionals with the best available jobs. We offer challenging opportunities, competitive compensation and benefits, and skills-enhancement training.
Our parent company, Robert Half, once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016)
Contact your local Robert Half Legal office at 888.798.2974 or visit roberthalf.com/legal to apply for this job now or find out more about other job opportunities.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
Equal Opportunity Employer M/F/Disability/Vet
Req ID: 00370-9500199112
Functional Role: Paralegal
City: San Jose
Postal Code: 95113
Requirements: -Banking or financial services experience required -Trust & escrow knowledge and experience highly desired -Minimum 3 years of client service experience required -Experience working closely with legal and financial documents -Strong skills in Microsoft Office: Word, Excel & Power Point -Basic understanding of accounting