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Customer Services Client Services Associate

Veritext Legal Solutions

Customer Services Client Services Associate

Oakland, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Veritext is the global leader in legal litigation and deposition solutions. We provide the most skilled court reporters, advanced technology and unmatched service to help our clients achieve successful outcomes. Our national scale enables us to provide consistent and reliable delivery anytime and anywhere.

     

    Veritext utilizes advanced technologies to streamline the deposition process and to manage the most complex cases. Proprietary video, mobile and workflow services combine with superior security, including HIPAA and PII compliance, to ensure that you have the best tools and the confidence of working with the market leader.

     

    ON A HYBRID SCHEDULE OF TWO DAYS REPORTING TO THE OFFICE AND THREE DAYS WORKING FROM HOME.

     

    MAIN PURPOSE OF THE ROLE

    To exceed client expectations by proactively managing their requests and issues on cases and litigation matters

     

    BEHAVIORAL EXPECTATIONS

    · Work collaboratively with Veritext colleagues, exhibiting Veritext Values

    · Ensure that all client (internal and external) communications are handled in a professional, timely and courteous manner

    · Communicate necessary information timely, accurately and effectively; report incidents to management

    · Welcome new projects and ideas; continuously work to enhance job knowledge while bringing value to role

    · Take ownership of your work; follow-thru until final resolution

     

    KEY RESPONSIBILITIES

    · Understand Veritext products and services, their value and commensurate fees

    · Fully understand and utilize all Vision functions as they relate to your position and their impact on other functions, departments, myVeritext, reporter portal, etc

    · Participate and absorb all trainings including Veritext University, Summer Camp, in-person development sessions, etc

    · Understand Company targets and strive to meet and exceed

    · Ensure that departmental training materials are current, effective and utilized

    · Use Vision workflow to ensure all aspects of your activities are completed accurately and timely

    · Be an active participate in the phone queues and Front mailboxes while meeting Operations Excellence goals

    · Aligns correct products/services information including features and benefits to client needs

    · Establish and manage cases within Vision; Be proactive in your approach

    · Fulfill client requests timely (in accordance with service-level agreements) including Revised Orders, special client requests, etc AND take appropriate action

    · Resolve issues and/or escalate as needed; coordinate/partner with applicable departments and/or colleagues (i.e. Billing, Account Executive / Sales Dept., Client Services, Cash Apps.) to ensure prompt and accurate resolution

    · Communicate necessary information timely and accurately to all parties, including clients, back office staff, sales and vendors

    · Be responsible for contacting subcontractors on order changes and ensure they are fulfilled; follow-up! Notify reporters of dailies, expedites, etc.

    · Treat reporters, videographers as "key members of our team"; go out of your way for them

    · Track incidents according to protocol

    · Proactively track assignment deadlines and; follow up with reporters and vendors to ensure timely delivery to clients

    · Treat all Veritext Intra-Company jobs, consistent with Veritext standards

    · Ensure that all Vision entries (standing orders, notes, etc.) are clear, concise and consistent client specifications

    · Encourage use of and manage all aspects of MyVeritext, including setting up USER ID's, establishing security rights and training users on features

     

    SKILLS AND COMPETENCIES (The abilities that the individual needs in order to perform this role effectively)

    · Proficiency in MS Office required

    · Proficiency in relevant financial software packages and applications

    · Must possess excellent written and verbal communication skills

    · Customer service oriented with strong interpersonal skills

    · Dedicated professional with the ability to respond to requests promptly and accurately

    · Must be detail oriented, organized and be able to multi-task

    · Proactive and motivated with strong problem solving and follow up skills

    · Must be able to work both independently and with a team

     

     

    REQUIRED

    High School diploma or equivalent

    Minimum of 1-3 years relevant experience

    QUALIFICATION

    Associate degree in related field or equivalent combination of education and experience

    Prior knowledge of/experience working in the Legal industry

     

    VERITEXT OFFERS COMPETITIVE COMPENSATION AND AN EXCITING BENEFITS PACKAGE INCLUDING MEDICAL, DENTAL, VISION, 401K WITH COMPANY MATCH, GENEROUS PAID TIME OFF, COMPANY PAID SHORT & LONG TERM DISABILITY, LIFE INSURANCE, AND MORE.

     

    VERITEXT is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment.

     

    Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

     

    Veritext participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.

    Company Description

    Veritext provides industry-leading Deposition and Litigation services. Our coverage is Nationwide, with services available across the United States. Veritext employees and deposition professionals are at the root of our success, with the drive and skill to go the extra mile, to ensure that our clients receive the most value from our services. Our solutions utilize the latest easy-to-use technologies that streamline the deposition process, enhance delivery flexibility, and reliably handle the most complex cases. Proprietary video, mobile and remote services combined with unmatched security, including HIPAA and PII compliance, ensure that Veritext clients have the best tools available and the confidence of working with the market leader.