Tax & Wealth Planning Client Services Lead

Fox Rothschild; West Palm Beach (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Fox Rothschild LLP is seeking a Client Service Specialist to deliver top-tier legal administrative support within the Client Services Team. You will handle calls, calendar management, document preparation, and coordination with attorneys, paralegals, and clients to ensure accurate, timely service.

The role demands proficiency in MS Office, strong communication, and the ability to manage multiple priorities in a fast-paced environment. An in-office role in the West Palm Beach area is expected.

Qualifications

• Minimum of three (3) years related experience at a law firm or legal or corporate department.
• Associate’s Degree preferred; Bachelor’s Degree a plus; applicable work experience may be considered in lieu of a degree.
• Proficiency with MS Office and legal terminology; strong organizational and communication skills.

Responsibilities

• Provide superior client service by answering and screening calls in a courteous and timely manner.
• Work closely with attorneys, paralegals, and clients to ensure seamless transfer of information.
• Prepare legal documents, memoranda, and correspondence from draft or dictated text.
• Create, edit, format, and proofread documents, spreadsheets, and presentations with high accuracy.

Skills

Client service

Legal admin

Attention to detail

MS Office

Education

Associate’s Degree

Bachelor’s Degree

Tools

MS Office Suite

Legal terminology

Job description

Fox Rothschild LLP is seeking a Client Service Specialist to deliver top-tier legal administrative support within the Client Services Team. You will handle calls, calendar management, document preparation, and coordination with attorneys, paralegals, and clients to ensure accurate, timely service.

The role demands proficiency in MS Office, strong communication, and the ability to manage multiple priorities in a fast-paced environment. An in-office role in the West Palm Beach area is expected.