Location: Woodland Hills, CA
Schedule: Monday – Friday, 8:00 am – 5:00 pm
 

Position Summary: The Client Support Analyst serves as the primary point of contact for clients, providing assistance via phone and email to ensure timely and accurate resolution of inquiries.

Essential Job Functions:

• Investigate and research issues to ensure proper corrective action is taken.
  

• Quickly address client and sales partner inquiries and drive them to resolution.
  

• Set up new client accounts via the company portal.
  

• Direct, coach, and prepare new clients to use portal features effectively.
  

• Complete front-end processing for settled cases.
  

• Perform transcript and video status checks.
  

• Handle client inquiries regarding price quotes for completed jobs.
  

• Collaborate with other departments to resolve issues or fulfill requests swiftly.
  

• Work efficiently while suggesting improvements to workflow processes.
  

• Demonstrate genuine interest and retain knowledge of legal services offered.
  

• Ensure service level agreements (SLAs) are consistently met or exceeded.
  

• Perform other duties as assigned by department leadership.

Requirements:

• High school diploma or equivalent required; Associate degree preferred.
  

• 3+ years of experience in customer service or client solutions.
  

• Professional email and phone etiquette.
  

• Industry experience preferred but not required.
  

• Prior administrative or office experience a plus.

Skills Attributes:

• Strong attention to detail and active listening skills.
  

• Excellent communication and problem-solving abilities.
  

• Cheerful, professional, and client-focused demeanor.
  

• Dependable and reliable with a strong work ethic.
  

• Flexible and adaptable in a fast-paced environment.

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