Client Services Manager - Legal/Immigration (100% Remote)

Wolfsdorf Rosenthal LLP; Santa Monica (CA); Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401k options

Paid time off

Job summary

WR Immigration is seeking a Client Services Manager to join the Leadership Team and optimize client relationships across the firm’s global platform. You will oversee onboarding for corporate clients, coordinate with the WRapid team, and help Partners deliver client-focused documents and dashboards.

Responsibilities include developing workflow protocols, data management initiatives, and training materials for client presentations.

Qualifications

• Bachelor’s degree with strong academic background.
• At least 5-7 years of business immigration experience.
• Excellent attention to detail and strong interpersonal skills.
• Proven organizational, process, and computer skills with CRM experience (Salesforce preferred).

Responsibilities

• Overseeing development of internal workflow protocols and documentation.
• Supervising onboarding for new corporate clients with the WRapid team.
• Collaborating to prepare and deliver reports, dashboards, and client tools.
• Analyzing reports and communicating findings to Leadership/Partners.
• Developing data management and integrity protocols.

Skills

Attention to detail

Interpersonal skills

Organizational skills

CRM experience

Education

Bachelor’s degree

Tools

Salesforce

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.

Position Overview:

The Client Services Manager is a member of the WR Immigration Leadership Team, working alongside the Executive Committee to develop and implement best practices to support the firm’s legal services. Decisions made by the individual in this position influence many of the firm’s daily operations, especially in relation to client relationships and interactions.

Client Services Manager Responsibilities:

• Overseeing the development of internal workflow protocols and documentation, including drafting and distributing firmwide memos in support of case work.
• Supervising the onboarding process for new corporate clients, including facilitating document collection and organization, 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.
• Performing regular analysis of information gathered through standard reports and communicating applicable findings to Leadership/Partners.
• Strategizing and developing best practice protocols for data management and data integrity oversight.
• Creating and implementing 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 to prepare and organize responses to Requests for Proposal and other documentation.
• Other duties as assigned.

Requirements:

• Bachelor’s degree (required) with strong academic background
• At least 5-7 years of business immigration experience required
• Excellent attention to detail
• Strong interpersonal skills
• Proven organizational, process, and computer skills
• Experience with a CRM (Salesforce preferred)

Compensation & Work Location:

This is a remote, full-time regular position. The pay rate for this role is $80,000 - $100,000 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.