Client Success Specialist - Docs & Notary

Capstone; Bend (OR); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k) match

Company-paid health, dental, vision

Flexible schedule

Life Insurance

HSA

Paid Time-Off

Job summary

Capstone is seeking a Client Success Representative (CSR) to own client relationships for document collection and delivery of results within a coverage-based staffing model. You will communicate across channels, retrieve and organize documents, and ensure a complete engagement is handed off to the Intake Team when ready.

The role supports the partner in charge with post-engagement communication, coordinates scheduling and delivery logistics, and remains the client’s main contact throughout the

Qualifications

• 2+ years administrative or office coordination experience in a professional services environment.
• High level of initiative and reliability.
• Notary certification preferred, or willingness to obtain within 90 days.
• Able to support more than one office location where coverage areas are shared.
• Detailed, accurate service that is friendly and customer oriented.

Responsibilities

• Serve as the primary point of contact for client communication: requesting documents, answering questions, and following up on missing items across all channels.
• Retrieve and organize all client documents for an engagement.
• Receive, open, and prepare physical mail and dropped-off client documents for scanning.
• Greet walk-in clients and manage in-person document drop-off and pickup.
• Provide notary services and collect wet signatures where required.
• Mark the engagement ready and hand it off to the Intake Team once the full document set is received.
• Assist the partner in charge with client communication and delivering completed results—coordinating scheduling, messaging, and delivery logistics.
• Maintain physical filing systems and office records retention.
• Coordinate office supplies, equipment, and vendor needs.
• Flag new client onboarding and new engagements to the Client Logistics Team.
• Serve as the local point of contact for staff and clients on administrative matters.

Skills

Administrative experience

Office coordination

Notary certification

Customer service

Job description

Capstone is seeking a Client Success Representative (CSR) to own client relationships for document collection and delivery of results within a coverage-based staffing model. You will communicate across channels, retrieve and organize documents, and ensure a complete engagement is handed off to the Intake Team when ready.

The role supports the partner in charge with post-engagement communication, coordinates scheduling and delivery logistics, and remains the client’s main contact throughout the