Client Operations & Delivery Specialist

Complete Legal; Chicago (IL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Vision insurance

PTO

Job summary

Complete Legal in Chicago seeks a Client Operations Coordinator for an in-person, client-facing role. You'll partner with the sales team to ensure client satisfaction with products and services, reporting to the Document Services Manager and collaborating with Account Managers.

This role involves diverse tasks and constant movement, with opportunities for advancement. The ideal candidate thrives in a fast-paced environment, enjoys multitasking, and demonstrates strong communication,

Qualifications

• 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.

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.
• Driving a company van to pick up and deliver documents, boxes, and project materials to client locations on schedule
• Loading, unloading, and securing materials in the van, using dollies and carts as needed.
• Planning and managing daily routes and delivery schedules in HubSpot.
• Confirming deliveries and pickups and keeping accurate records (signatures, timestamps, chain of custody if the materials are confidential).
• Performing basic pre-trip vehicle checks, keeping the van clean, and reporting maintenance issues or incidents.
• Other duties, as assigned.

Skills

Multi-tasking

Time management

Teamwork

Communication

Detail-oriented

Client relations

Dependable

Initiative

Organizational skills

Tools

HubSpot

Job description

Complete Legal in Chicago seeks a Client Operations Coordinator for an in-person, client-facing role. You'll partner with the sales team to ensure client satisfaction with products and services, reporting to the Document Services Manager and collaborating with Account Managers.

This role involves diverse tasks and constant movement, with opportunities for advancement. The ideal candidate thrives in a fast-paced environment, enjoys multitasking, and demonstrates strong communication,