Client Support Associate

Witherite Law Group; Dallas (TX); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

Life and AD&D Insurance

STD Insurance

Additional Life and AD&D Insurance

Voluntary LTD

401(k) contributions

Paid Time Off

Tuition Reimbursement

Job summary

Witherite Law Group seeks a Client Support Associate in Dallas to manage client flow, onboarding, data collection, and case submission. You will support team members and participate in training while maintaining confidentiality and accuracy in documentation.

Ideal candidates have a high school diploma, bilingual English/Spanish, strong writing and organizational skills, and proficiency with MS Office and case management tools (Filevine).

Qualifications

• Bilingual in English and Spanish required.
• Exceptional writing, interpersonal and client service skills.
• Detail oriented with superior organizational skills.
• Strong computer skills and MS Office proficiency; familiarity with Filevine a plus.
• Professional appearance and behavior; ability to work in a fast-paced environment.

Responsibilities

• Coordinate client flow and assist in data entry and document collection.
• Onboard and maintain client accounts, collect information and documentation, assess risk.
• Ensure timely processing of case submissions.
• Support team members and cover calls when others are unavailable.
• Engage in available training and professional development.

Skills

Bilingual English/Spanish

Writing

Organization

Time management

Client service

Confidentiality

Team player

Education

High school diploma

College preferred

Tools

MS Office

Outlook

Adobe

Filevine

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Support Associate

Full Time Ind Contributor Dallas, TX, US

5 days ago Requisition ID: 1140

Position Summary: The Client Support Associate at Witherite Law Group plays a vital role in managing client flow and ensuring smooth case processing from start to finish. This position involves onboarding new clients, collecting necessary documentation, and capturing client information to assess risk. Client Support ensures the timely submission of cases, supports team members in their absence, and actively engages in ongoing training and professional development. The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple tasks in a fast-paced, dynamic environment.

Key Responsibilities:

• Coordinate client flow and assists in preliminary data entry and document collection
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk
• Ensure the timely processing of case submissions
• Support other team members and take calls when other team members are unavailable
• Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms.
• Ability to have excellent time management, multi-tasking, and critical thinking abilities.
• Must keep all client information confidential

Qualifications:

• High school diploma required; college preferred
• Bilingual in English and Spanish required
• Exceptional writing, interpersonal and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Strong computer skills and knowledge of Microsoft Office products
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Excellent organizational skills with outstanding attention to detail
• Strong knowledge of MS Office, Outlook, Adobe and the ability to quickly learn case management software –Filevine.
• Auto Insurance experience (claims, underwriting or customer service) preferred
• Professional appearance and behavior

Physical Requirements:

• Office environment with normal business hours necessary to satisfactorily perform job functions.
• Stationary Position – Must be able to remain in a stationary position up to 50% of the time.
• Move or Traverse – This position needs to occasionally move about inside the office to access file cabinets, meeting rooms, office machinery such as a copy machine/printer. May occasionally ascends/descends the stairs to get to other floors, cafeteria and parking area.
• Dexterity – constantly operates a computer and other office machinery such as a copy machine/printer.
• Move, Transport, Position, Put, Install, Remove - Occasionally moves supplies weighing up to 10 pounds for various presentation and event needs.
• Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information - The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess - The ability to observe details at close range (within a few feet of the observer).

Benefits and Perks:

• Company paid Life and AD&D Insurance
• Company Paid STD (with no waiting period)
• Option to purchase additional Life and AD&D Insurance
• Voluntary LTD, Critical Illness, Accident, and Hospital Indemnity Coverage
• 401(k) with company contributions
• Paid Time Off
• Tuition Reimbursement

Disclaimer:Please note that this job description is subject to change with or without prior notice, and that reasonable accommodation may be requested to perform the essential functions of the job.