Client Services & Records Coordinator

ADP, Inc.; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

LifeLock Protection

Paid Time Off

Company Holidays

Employee Assistance Programs

Team-Building Activities

Pet-Friendly Benefits

Job summary

U.S. Legal Support is seeking a detail-oriented, customer-focused Customer Service Assistant to join our team in Houston, TX.

This role supports our records retrieval operations by assisting with client communications, invoice processing, correspondence management, and record research activities. The position requires strong organizational and communication skills, the ability to manage multiple priorities, and a commitment to delivering exceptional service in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Minimum of two years of customer service experience.
• Strong verbal and written communication skills.
• Ability to communicate professionally via phone and email.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Legal, records retrieval, healthcare, or administrative experience is a plus.

Responsibilities

• Support Client Service Specialists (CSS) with client communications related to records requests.
• Follow up with clients regarding fee approvals, authorizations, no-record notifications, and other required actions.
• Handle incoming calls and emails from agents, field representatives, and other stakeholders.
• Monitor and respond to CSR email inboxes and voicemails.
• Research and resolve missing or incomplete facility contact information.
• Make expediting calls for urgent requests and client follow-ups.
• Investigate and troubleshoot missing records and elevate issues when appropriate.
• Review invoices to ensure charges align with approved records request limits.
• Process payments via check or credit card.
• Track and document credit card payments and check clearances.
• Provide payment documentation for internal teams and clients as needed.
• Process incoming invoices and correspondence.
• Research and determine the purpose of incoming documentation.
• Coordinate directly with facilities regarding correspondence and records-related matters.
• Route or track correspondence for appropriate internal review and action.

Skills

Communication

Attention to Detail

Time Management

Organization

Multitasking

Customer Service

Education

High School Diploma

Job description

U.S. Legal Support is seeking a detail-oriented, customer-focused Customer Service Assistant to join our team in Houston, TX.

This role supports our records retrieval operations by assisting with client communications, invoice processing, correspondence management, and record research activities. The position requires strong organizational and communication skills, the ability to manage multiple priorities, and a commitment to delivering exceptional service in a fast-paced environment.