Records & Client Support Associate

U.S.-Legal-Suppor; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

LifeLock Protection

Paid Time Off and Company Holidays

Employee Assistance Programs

Team-Building Activities and Employee 

Pet-Friendly Benefits

Job summary

U.S. Legal Support in Houston, TX seeks a Customer Service Assistant to support records retrieval by assisting with client communications, invoice processing, correspondence management, and research activities.

The role requires strong organizational and communication skills, attention to detail, and the ability to multitask in a fast-paced environment. Collaboration with CSS and team members is essential for efficient client service.

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.
• 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

Verbal communication

Written communication

Attention to detail

Organization

Time management

Problem solving

Education

High school diploma or equivalent

Job description

U.S. Legal Support in Houston, TX seeks a Customer Service Assistant to support records retrieval by assisting with client communications, invoice processing, correspondence management, and research activities.

The role requires strong organizational and communication skills, attention to detail, and the ability to multitask in a fast-paced environment. Collaboration with CSS and team members is essential for efficient client service.