Client Services Assistant

Porzio, an innovative mid-sized law firm with nine offices, is seeking a Client Service Assistant to join our dynamic Wealth Preservation Team, where you will play a pivotal role in supporting the strategic growth and operational efficiency of our team. This hands-on position is designed to streamline operations and drive the Team's goals forward.

Role Summary:

Reporting directly to principal attorneys, you will manage and execute key initiatives that enhance our internal processes and support client and business relationships. Your work will be integral to rolling out business strategies, improving accounts receivable processes, and optimizing workflows. This role offers a unique opportunity to contribute to the Team’s growth in a strategic, independent, and proactive capacity.

Key Responsibilities:

• Strategic Initiatives: Research, develop, and implement new business relationship initiatives, while contributing to best practice improvements.
• Relationship Management: Lead new business strategies, manage quarterly newsletters, maintain client records, and strengthen referral relationships.
• Project & Workflow Management: Organize, track, and complete tasks in Asana, support attorneys with project overviews, and improve resource allocation.
• System & Process Optimization: Implement workflow automation in Lawmatics, maintain a firm playbook, and develop process improvements using AI tools.
• Reporting & Financial Support: Generate monthly reports on firm performance metrics, support Accounts Receivable follow-ups, and enhance profitability through strategic analysis.

Qualifications:

• Education: Bachelor’s degree in Business Administration, Marketing or Communications.
• Skills: Proficiency in Microsoft Office Suite, Excel, Asana, Lawmatics, and AI tools (e.g., Co-Pilot, ChatGPT).
• Certifications (Preferred): Project Management Professional (PMP) or relevant certifications in project management and process optimization.
• Traits: Independent, proactive, results-oriented, and adaptable with a strong growth mindset. A friendly, collaborative team player who values progress over perfection.

Apply Today: Take the next step in your career by joining a forward-thinking law firm where your ideas and skills will be valued and utilized to their fullest.

*The statements contained in this job description are not necessarily all-inclusive; additional duties may be assigned and job requirements may vary from time to time.

Porzio Bromberg & Newman, P.C. is an equal opportunity employer – women and minorities are encouraged to apply.