Client Services Coordinator - Legal/Immigration (100% REMOTE)

Wolfsdorf Rosenthal; Santa Monica (CA); Remote; USD 70.000 - 85.000; Vollzeit

Benefits dieser Stelle

paid time off and holidays

medical, dental, vision, and life

health savings and flex spending

401k & Roth 401k

employee assistance program

Zusammenfassung

WR Immigration is seeking a Client Services Coordinator for our Santa Monica team. This role can be performed remotely, in-office, or on a hybrid basis, with remote candidates required to be in the Pacific Time Zone.

You will support onboarding, reporting, and data management for large corporate clients, collaborating with Partners and Managing Attorneys to deliver documents, dashboards, and client tools. Core duties include WRapid reporting setup, template-based billing and forecasting reports,

Qualifikationen

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

Aufgaben

• Participating in onboarding for new corporate clients, coordinating documents and WRapid setup with Partners/Managing Attorneys.
• Collaborating to prepare and deliver reports, dashboards, and client-specific tools.
• Developing familiarity with WRapid report generation, filtering, subscriptions, etc.
• Creating reports for legal team success and updating billing, budgeting, forecasting reports.
• Performing data integrity checks and communicating findings to Leadership/Partners.
• Maintaining client information and supporting training materials for client presentations.

Kenntnisse

Bachelor’s degree

Business immigration experience

Attention to detail

Excel

Ausbildung

Bachelor’s degree

Tools

Excel

Jobbeschreibung

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 $70,000 - $85,000 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.

• 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)
• 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.