Client Services Coordinator (100% Remote)

Wolfsdorf Rosenthal LLP; Santa Monica (CA); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

PTO & holidays

Medical/Dental/Vision/Life Insurance

HSA and FSA

401k & Roth 401k

Employee assistance program

Job summary

WR Immigration seeks a Client Services Coordinator to support partners, attorneys, and the legal team in onboarding, reporting, and data management. This full-time role can be performed remotely, in-office, or on a hybrid model; remote applicants must be in the Pacific Time Zone.

You will manage client onboarding, generate reports and dashboards using WRapid, maintain data integrity, assist with billing and forecasting, and help prepare materials for proposals.

Qualifications

• Bachelor’s degree required with strong academic background.
• At least 2 years in business immigration as a paralegal working on NIV cases preferred; 3–5 years in another role acceptable.
• Excellent attention to detail and strong organizational, process, and computer skills including Excel.

Responsibilities

• Participate in onboarding new corporate clients and collect and organize documents.
• Collaborate with Partners and Managing Attorneys to prepare reports, dashboards, and client tools.
• Develop familiarity with WRapid report generation and subscriptions to meet reporting needs.
• Create and update billing, budgeting, and forecasting reports using templates.
• Maintain data integrity in WRapid and address data discrepancies.

Skills

Attention to detail

Organizational skills

Excel

Paralegal immigration experience

Education

Bachelor’s degree (required)

Tools

WRapid (reporting)

Job description

WR Immigration is a global immigration firm known worldwide for its innovation, technology, and high touch legal services. With offices across multiple time zones, the firm provides corporate global visa services in over 100 countries. WR is one of the fastest growing immigration service providers worldwide with over 46 attorneys and 200 immigration professionals working out of offices in Boston, Denver, Los Angeles, New York, Oakland, San Diego, San Francisco, Santa Monica, and Shanghai.

The Client Services Coordinator provides critical support to partners, attorneys, and members of the legal team by performing tasks related to client onboarding, reporting, and data management. Client Services Coordinators focus primarily on supporting large clients, but may also work with smaller clients or perform tasks that are not specific to any particular clients.

WR Immigration is looking to add a Client Services Coordinator to our Santa Monica team. This is a full-time, exempt role that can be performed remotely, in-office, or on a hybrid model. Remote applicants will be considered but must be located in the Pacific Time Zone.

Client Services Coordinator Responsibilities:

• Participating in the onboarding process for new corporate clients, including collecting and organizing documents, working alongside the WRapid team to ensure internal platforms are set up accurately, and assisting Partners and Managing Attorneys with responses to client questions.
• Collaborating with Partners and Managing Attorneys to prepare and deliver a variety of documents such as reports, dashboards, and client-specific tools.
• Developing advanced familiarity with WRapid report generation, filtering, subscriptions, etc. so that reporting responsibilities can be met.
• Creating reports needed for legal team success.
• Using templates to draft and update billing, budgeting, and forecasting reports.
• Performing regular analysis of information gathered through standard reports and communicating applicable findings to Leadership/Partners.
• Assisting with maintaining data integrity in WRapid and monitoring/updating any data discrepancies.
• Supporting the implementation of initiatives to maintain and ensure integrity and organization of client information.
• Maintaining subject matter expertise for multiple major clients.
• Assisting Attorneys in the development of training materials for client presentations and assisting in presenting when appropriate.
• Working alongside Business Development team members to prepare and organize information for Requests for Proposal.
• Assisting with data integrity/adherence reviews.
• Assisting with employee record creation and case initiation, as necessary (usually only in the case of change of counsel with high volume initiation).
• Extracting, saving, and logging documents received for each foreign national and identifying missing documents.
• Performing thorough and accurate document management and data entry.
• Performing legal record-keeping and database management tasks.
• Other duties as assigned.

Requirements:

• Bachelor’s degree (required) with strong academic background
• At least 2 years of business immigration as a paralegal working on NIV cases preferred
  - If no paralegal experience, 3-5 years of business immigration experience in another role can be substituted
  
• Excellent attention to detail
  
• Proven organizational, process, and computer skills, including proficiency in Excel
  

Compensation & Work Location:

This is a remote, full-time regular position. The pay rate for this role is $65,000 - $70,000 annualized.

Benefits:

WR Immigration offers a robust and competitive suite of benefits designed to support the health, well-being, and financial security of our team members. Benefits for full-time employees include paid time off and paid holidays; medical, dental, vision, and life insurance coverage; health savings and flexible spending accounts to help offset healthcare and dependent care expenses; multiple retirement plan options (401k & Roth 401k); and access to an employee assistance program. Benefits availability and eligibility may vary based on role and employment status.

Additional Information:

WR Immigration is committed to creating, fostering, and preserving an inclusive environment. We support our team members from all nations and backgrounds to achieve their goals and build lives of purpose and success. We recognize that our team members bring diverse talents, skills, and experiences, and we believe it is our responsibility to create an inclusive and respectful workplace that inspires excellence and compassion, both internally and in our service to clients.

Please note, we are not working with outside recruiters for this position.

WR Immigration does not accept unsolicited resumes from recruiters or employment agencies. The firm will not be responsible for any referral fees or other compensation in the absence of a signed agreement between WR Immigration and the recruiter or agency. Any unsolicited resumes submitted without such an agreement, including those sent directly to hiring managers, will be considered the property of WR Immigration, and the firm reserves the right to pursue and hire candidates submitted in this manner without financial obligation.