Onsite Client Service & Records Assistant

ADP, Inc.; Los Angeles (CA); On-site; USD 18,000 - 30,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) Retirement Plan

Flexible Spending Accounts (FSA)

Paid Time Off

9 Paid Holidays

Short-Term and Long-Term Disability

Employee Assistance Program (EAP)

Employee Recognition and Team Events

Job summary

U.S. Legal Support is seeking a detail-oriented Customer Service Assistant to support Client Service Specialists in obtaining records, invoicing, and correspondence management. The role requires strong communication skills and the ability to handle multiple tasks in a fast-paced environment.

Onsite at Woodland Hills, CA, with a Monday–Friday schedule from 8:00 AM to 5:00 PM. Prior experience in customer service and knowledge of invoicing processes are preferred for success in this role.

Qualifications

• Minimum of two years of customer service experience.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to communicate with clients, facilities, and internal teams via phone and email.
• Detail-oriented with strong organizational skills.

Responsibilities

• Support Client Service Specialists (CSS) with client communications to assist in obtaining records.
• Follow up with clients regarding required actions, including fee approvals, authorizations, and no-record notifications.
• Manage incoming invoices, correspondence, and documentation.
• Handle calls and emails from agents, facilities, and field contacts.
• Research incomplete or missing facility contact information.
• Make expediting calls for urgent requests, client follow-ups, and problem records.
• Monitor and respond to CSR emails and voicemails.
• Research and troubleshoot missing records and elevate issues when appropriate.
• Review invoice amounts to ensure compliance with record request limits.
• Process payments via check or credit card and maintain accurate payment records.
• Provide payment documentation for internal teams and clients as needed.
• Research and coordinate custodian correspondence with facilities or internal stakeholders.
• Perform other duties and special projects as assigned.

Skills

Customer service proficiency

Verbal and written communication

Multitasking

Attention to detail

Education

High school diploma or equivalent

Tools

Invoicing software

Payment processing systems

Job description

U.S. Legal Support is seeking a detail-oriented Customer Service Assistant to support Client Service Specialists in obtaining records, invoicing, and correspondence management. The role requires strong communication skills and the ability to handle multiple tasks in a fast-paced environment.

Onsite at Woodland Hills, CA, with a Monday–Friday schedule from 8:00 AM to 5:00 PM. Prior experience in customer service and knowledge of invoicing processes are preferred for success in this role.