Coleman Talley LLP is seeking a dedicated and personable Client Concierge to join our team. If you thrive in a fast-paced environment, enjoy problem-solving, and take pride in delivering exceptional client service, we want to hear from you.
In this role, you will communicate with clients daily via phone and email, ensuring their needs are met with professionalism and efficiency. We're looking for someone who can manage a high volume of work while maintaining attention to detail and a client-focused approach. The ideal candidate enjoys assisting others, collaborating with a team, and finding solutions that contribute to shared success. If you're ready to make a meaningful impact in a dynamic and supportive environment, we'd love to connect.
Responsibilities:
- Open new client files and ensure all necessary documentation is completed.
- Request conflict checks.
- Prepare and send engagement letters to clients.
- Schedule and coordinate meetings with clients and internal team.
- Organize and maintain digital client files and contact records.
- Follow up on open items and track to-do's and deadlines effectively.
- Stay engaged with the team and offer assistance proactively.
Qualifications:
- Some college coursework completed.
- Previous experience as an Intake or Transaction Coordinator or Client Concierge is preferred.
- Strong organizational skills and attention to detail.
- Strong reading comprehension and ability to follow directions.
- Excellent written and verbal communication skills.
- Self-starter with the ability to work independently and as part of a team.
- Ability to handle multiple tasks and prioritize effectively.
- Friendly and professional demeanor.
Technology:
- Proficiency in Microsoft Office software required (Word, Outlook, Excel, PowerPoint, Teams)
- Understanding of DocuSign; experience preferred.
- Proficiency in Adobe Pro and/or Kofax
- Understanding of online file collaboration sites such as ShareFile
- Experience with NetDocuments, Centerbase or similar LMS software, a plus.
Schedule: Full-Time, Monday through Friday between the hours of 8:30 a.m. to 5:00 p.m.
Location: Jacksonville, FL (Downtown office)
Compensation: Commensurate with experience
Benefits for Full-time Employees:
- Paid time off
- Health Insurance
- Dental
- Vision
- Life Insurance
- Disability
- Flexible Spending Account
- 401(k) Retirement with Matching Contributions