Legal Staff Marketing in San Francisco, CA

Law Firm

San Francisco, CA

Legal Staff Marketing in San Francisco, CA

Legal Staff

Min 2 yrs required

No

**Members Only**worldwide is seeking a Client Relationship Specialist to join their California office. This position requires a minimum of 2-3 days in the office and offers a competitive annual base salary of $60,000 to $75,000. The ideal candidate will have a strong background in administrative and finance related experience, excellent communication skills, and the ability to establish and maintain effective relationships with key stakeholders.

The Client Relationship Specialist will primarily be responsible for processing and coordinating billing and finance functions, as well as managing new client and matter intake requests. This role serves as a liaison between attorneys, secretaries, finance, risk, and clients, and requires proactive management of financial and administrative aspects of matters. The main duties and responsibilities of this position include financial coordination, producing monthly invoices, processing time entries and third party invoices, improving billing practices and cost recovery, and providing support for fee proposals and matter management frameworks.

In addition, the Client Relationship Specialist will also be responsible for completing billing tasks outside of the billing period, generating reports to address residual balances, and assisting with financial housekeeping. This may include closing completed and inactive matters, general accounting tasks, and researching financial information. The role also involves processing New Business Intake (NBI) requests, completing risk assessments, and obtaining necessary documentation to ensure prompt matter opening. The ideal candidate will also be able to identify Know Your Client (KYC) requirements and complete anti-money laundering due diligence processes.

The minimum educational requirement for this position is a high school diploma, with a Bachelor's degree preferred. The ideal candidate will have a minimum of two years of relevant administrative and/or finance related experience, preferably in a professional services environment. Proficiency in Microsoft Office Suite is also required. The ideal candidate will be detail-oriented, highly organized, and able to multi-task in a fast-paced environment. They must also possess excellent communication skills and the ability to influence others. A strong team player who can also exercise independent judgement is essential for this role.

**Members Only**worldwide is a leading international law firm with 18 offices worldwide. The firm has been recognized as International's Law Firm of the Year for 2021 and has been providing legal advice to successful individuals, families, entrepreneurs, family businesses, governments, and institutions for over 125 years. **Members Only**worldwide has a diverse client base and offers legal services in various practice areas, including estate planning, tax, corporate, banking and finance, real estate, intellectual property, immigration, and more. The firm's global reach allows them to provide comprehensive legal advice to clients in different industries, such as real estate, manufacturing, luxury brands, technology, and more.

**Members Only**worldwide is an equal opportunity employer and values diversity and inclusion in the workplace. The firm does not discriminate based on race, color, gender, age, religion, national origin, citizenship, marital status, sexual orientation, disability, or any other characteristic protected by law. The firm also provides reasonable accommodations for individuals with disabilities who need assistance with the application process.

If you are interested in joining a dynamic and diverse team at **Members Only**worldwide, please apply for the Client Relationship Specialist position by contacting the firm at 203 789 1320 or emailing . **Members Only**worldwide is committed to providing a supportive and inclusive work environment for all employees.