Remote Client Services & Reporting Specialist

Wolfsdorf Rosenthal LLP; Santa Monica (CA); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

PTO & holidays

Medical/Dental/Vision/Life Insurance

HSA and FSA

401k & Roth 401k

Employee assistance program

Job summary

WR Immigration seeks a Client Services Coordinator to support partners, attorneys, and the legal team in onboarding, reporting, and data management. This full-time role can be performed remotely, in-office, or on a hybrid model; remote applicants must be in the Pacific Time Zone.

You will manage client onboarding, generate reports and dashboards using WRapid, maintain data integrity, assist with billing and forecasting, and help prepare materials for proposals.

Qualifications

• Bachelor’s degree required with strong academic background.
• At least 2 years in business immigration as a paralegal working on NIV cases preferred; 3–5 years in another role acceptable.
• Excellent attention to detail and strong organizational, process, and computer skills including Excel.

Responsibilities

• Participate in onboarding new corporate clients and collect and organize documents.
• Collaborate with Partners and Managing Attorneys to prepare reports, dashboards, and client tools.
• Develop familiarity with WRapid report generation and subscriptions to meet reporting needs.
• Create and update billing, budgeting, and forecasting reports using templates.
• Maintain data integrity in WRapid and address data discrepancies.

Skills

Attention to detail

Organizational skills

Excel

Paralegal immigration experience

Education

Bachelor’s degree (required)

Tools

WRapid (reporting)

Job description

WR Immigration seeks a Client Services Coordinator to support partners, attorneys, and the legal team in onboarding, reporting, and data management. This full-time role can be performed remotely, in-office, or on a hybrid model; remote applicants must be in the Pacific Time Zone.

You will manage client onboarding, generate reports and dashboards using WRapid, maintain data integrity, assist with billing and forecasting, and help prepare materials for proposals.