Client Services Coordinator (100% Remote)

Summary

WR Immigration is a global immigration firm providing corporate global visa services and high-touch legal services worldwide. The Client Services Coordinator supports partners, attorneys, and legal teams with client onboarding, reporting, data management, document management, and client information integrity. The role also involves preparing reports and training materials, supporting proposals, and assisting with case initiation and record-keeping.

Responsibilities

• Participating in the onboarding process for new corporate clients, including collecting and organizing documents, working alongside the WRapid team to ensure internal platforms are set up accurately, and assisting Partners and Managing Attorneys with responses to client questions
• Collaborating with Partners and Managing Attorneys to prepare and deliver a variety of documents such as reports, dashboards, and client-specific tools
• Developing advanced familiarity with WRapid report generation, filtering, subscriptions, etc. so that reporting responsibilities can be met
• Creating reports needed for legal team success
• Using templates to draft and update billing, budgeting, and forecasting reports
• Performing regular analysis of information gathered through standard reports and communicating applicable findings to Leadership/Partners
• Assisting with maintaining data integrity in WRapid and monitoring/updating any data discrepancies
• Supporting the implementation of initiatives to maintain and ensure integrity and organization of client information
• Maintaining subject matter expertise for multiple major clients
• Assisting Attorneys in the development of training materials for client presentations and assisting in presenting when appropriate
• Working alongside Business Development team members to prepare and organize information for Requests for Proposal
• Assisting with data integrity/adherence reviews
• Assisting with employee record creation and case initiation, as necessary (usually only in the case of change of counsel with high volume initiation)
• Extracting, saving, and logging documents received for each foreign national and identifying missing documents
• Performing thorough and accurate document management and data entry
• Performing legal record-keeping and database management tasks
• Other duties as assigned

Skills

• Bachelor's degree (required) with strong academic background
• Excellent attention to detail
• Proven organizational, process, and computer skills, including proficiency in Excel
• At least 2 years of business immigration as a paralegal working on NIV cases
• 3-5 years of business immigration experience in another role can be substituted

Qualifications

Must Haves

• Bachelor's degree (required) with strong academic background
• Excellent attention to detail
• Proven organizational, process, and computer skills, including proficiency in Excel

Nice to Haves

• At least 2 years of business immigration as a paralegal working on NIV cases
• 3-5 years of business immigration experience in another role can be substituted

Benefits

• Paid time off and paid holidays
• Medical, dental, vision, and life insurance coverage
• Health savings and flexible spending accounts to help offset healthcare and dependent care expenses
• Multiple retirement plan options (401k & Roth 401k)
• Access to an employee assistance program