Client Services Assistant: Records & Invoicing

U.S. Legal Support; Los Angeles (CA); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Parental Leave

Pet-Friendly Benefits

LifeLock Protection

401(k) Retirement Plan

Flexible Spending Accounts (FSA)

Paid Time Off and 9 Paid Holidays

Commuter Benefits

Short-Term and Long-Term Disability

Employee Assistance Program (EAP)

Employee Recognition and Team Events

Job summary

U.S. Legal Support in Woodland Hills, CA is seeking a detail-oriented Customer Service Assistant to support Client Service Specialists with client communications, records retrieval, invoicing, and correspondence management.

The role emphasizes proactive problem-solving, active listening, and clear communication to ensure an exceptional client experience. The position is onsite, Monday–Friday, 8:00 AM–5:00 PM, with opportunities to engage across various teams and departments while contributing to

Qualifications

• High school diploma or equivalent.
• Minimum of two (2) years of customer service experience.
• Strong verbal and written communication skills.
• Ability to effectively communicate with clients, facilities, and internal teams via phone and email.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support Client Service Specialists with client communications to assist in obtaining records.
• Follow up with clients regarding required actions, including fee approvals, authorizations, and no-record notifications.
• Manage incoming invoices, correspondence, and documentation.
• Handle calls and emails from agents, facilities, and field contacts.
• Research incomplete or missing facility contact information.
• Make expediting calls for urgent requests, client follow-ups, and problem records.
• Monitor and respond to CSR emails and voicemails.
• Research and troubleshoot missing records and elevate issues when appropriate.
• Review invoice amounts to ensure compliance with record request limits.
• Process payments via check or credit card and maintain accurate payment records.
• Provide payment documentation for internal teams and clients as needed.
• Research and coordinate custodian correspondence with facilities or internal stakeholders.
• Perform other duties and special projects as assigned.

Skills

Customer Focus

Communication Skills

Problem Solving

Critical Thinking

Attention to Detail

Organization and Prioritization

Adaptability

Teamwork and Collaboration

Professionalism and Accountability

Education

High school diploma or equivalent

Job description

U.S. Legal Support in Woodland Hills, CA is seeking a detail-oriented Customer Service Assistant to support Client Service Specialists with client communications, records retrieval, invoicing, and correspondence management.

The role emphasizes proactive problem-solving, active listening, and clear communication to ensure an exceptional client experience. The position is onsite, Monday–Friday, 8:00 AM–5:00 PM, with opportunities to engage across various teams and departments while contributing to