Client Operations Coordinator

Complete Legal; Chicago (IL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Complete Legal is seeking a Client Operations Coordinator to work in person and directly support clients with service delivery. You will collaborate with the sales team and report to the Document Services Manager to align client needs with our offerings.

You will manage multiple tasks daily, build strong client relationships, and ensure projects are delivered accurately and on time. This role offers growth opportunities within a collaborative environment.

Qualifications

• Ability to multi-task across tasks and deadlines.
• Strong written and verbal communication with clients.
• Proactive and able to work with little supervision.
• Excellent organizational and time management skills.

Responsibilities

• Answer phone calls, gather work instructions, and ensure projects meet deadlines.
• Build and maintain trust-based relationships with clients through open communication.
• Collaborate with sales and account managers to satisfy client needs.
• Support Account Managers as needed.
• Maintain client communications via phone, email, or in-person meetings.
• Respond promptly to inquiries, even outside standard hours.
• Be the main contact for clients to access services.

Skills

Multi-tasking

Communication

Time management

Teamwork

Initiative

Attention to detail

Client relationship building

Tools

HubSpot

Job description

Description

About us

Complete Legal helps attorneys and legal teams manage information involved in lawsuits, investigations, and other legal matters. From emails and text messages to hard-copy documents and data stored in the cloud, we help clients organize, review, and produce digital evidence accurately, securely, and efficiently. While our work happens behind the scenes, it plays an important role in helping our clients succeed.

Headquartered in Kansas City, with offices in St. Louis, New York, and Chicago, and remote employees nationwide, Complete Legal continues to grow while maintaining the collaborative culture that defines who we are. We’ve been recognized as one of America’s fastest-growing private companies on multiple prestigious growth lists, including the most recent Inc. 5000 list of America’s fastest-growing private companies, as well as the Kansas City Business Journal and Ingram’s rankings of the fastest-growing companies headquartered in the Kansas City region.

Just as important as the work is the team behind it. At Complete Legal, we hire great people, invest in their growth, and treat them well. We are committed to our core values - Trust, Growth, Execution, Teamwork, and Fulfillment - and they guide how we work every day.

We believe doing excellent work and enjoying the journey should go hand in hand. We celebrate our successes, support one another, and create an environment where people can make an impact while growing in a career they love.

Position Overview & Description

The Client Operations Coordinator is an in-person, client-facing role; the ideal candidate has a service-orientated personality and a desire to find a challenging and rewarding career. As a Client Operations Coordinator, you will partner with the sales team to ensure clients are satisfied with the products and services they’ve received. You will report directly to the Document Services Manager and collaborate closely with Account Manager(s), where you will receive direction, including daily tasks and ongoing mentorship. While you will have a desk and a computer, this is not exclusively a desk job. This job requires someone who never wants to have the same day twice and loves going from task to task. There are endless possibilities for career advancements.

Requirements

Job Responsibilities

• Answering phone calls, picking up projects, gathering work instructions, understanding the client’s deadlines, and ensuring the project is delivered 100% correctly.
• Build sustainable relationships of trust with our clients through open and interactive communication, listening to their needs, and going the extra mile for them.
• Work as part of a team while growing as an individual contributor.
• Support Account Managers where needed.
• Proactively maintaining communication channels with clients via phone, email, or face-to-face meetings.
• Promptly return phone calls and emails, sometimes outside of regular working hours.
• Acting as the point of contact for clients to access our services and have a strong understanding of our services and communicate what we do for our clients.
• Other duties, as assigned.

Knowledge, Skills, and Abilities

• Knowledge of or willingness to learn HubSpot for daily schedule management and capturing client data.
• Demonstrate the ability to excel at multi-tasking, prioritizing, and managing your time efficiently and effectively.
• Motivated to be a part of a team.
• Stellar organizational and time management skills.
• Excellent interpersonal, oral, and written communication skills.
• Responsible and dependable.
• Ability to work with little supervision.
• Ability to take initiative.
• Strong attention to detail.
• Ability to build long-lasting and meaningful relationships with clients.

Physical Demands and Other Requirements:

• Ability to lift, carry, and move boxes weighing up to 45 pounds each.
• Ability to frequently bend, stoop, kneel, reach, and perform other physical movements necessary to handle files, records, and project materials.
• Ability to safely move and transport heavier boxes and materials using carts, dollies, and other appropriate equipment.
• Ability to work in both office and storage/file room environments as required.
• Reliable transportation.
• Working smartphone for business communications and work-related activities as required.
• Clean driving record.
• Must be able to pass a background check.

Benefits:

401(k), 401(k) matching, Dental insurance, Health insurance, Paid time off, Vision insurance