Client Specialist

Polston Tax
Tulsa, OK
Job Description
Role Overview

The Client Specialist is the main point of contact for the firm, providing a positive, friendly, and professional demeanor that sets the tone for a strong relationship between clients and the firm. The role involves communicating with clients, assisting attorneys and accountants, preparing legal documents, and maintaining company schedules and databases.

What You Will Do

The Client Specialist will communicate with current and potential clients, assist attorneys and accountants with client communication, prepare legal documents, maintain company schedules and databases, and perform other job-related duties as assigned.

Why It Might Be a Fit

The ideal candidate will have a positive attitude, excellent communication skills, and the ability to work in a fast-paced environment. The role offers a collaborative work atmosphere, paid volunteer events, and a competitive salary.

Requirements

  • positive attitude
  • customer service mindset
  • strong work ethic
  • basic computer skills
  • interpersonal, negotiation, and conflict resolution skills
  • outstanding verbal and written communication skills
  • excellent organizational skills
  • ability to prioritize tasks efficiently
  • coachable mindset and student mentality
  • reliable transportation
  • satisfactory background and reference checks

Benefits

  • paid volunteer events
  • fun company-sponsored events
  • investment in employees
  • medical, dental, and vision insurance
  • short- and long-term disability insurance
  • life insurance
  • pet insurance
  • gap plan
  • paid time off (PTO)
  • paid holidays
  • 401K with matching
  • competitive salary
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