Client Services Manager - Legal/Immigration

Accountabilities

• Oversee the development, improvement, and documentation of internal workflow protocols, processes, and procedures supporting immigration case work.

• Draft and distribute firmwide communications and process documentation that help teams apply consistent and effective case-management practices.

• Lead the onboarding process for new corporate clients, including coordinating document collection, organizing client information, and ensuring internal platforms are accurately configured.

• Work closely with operational teams to support accurate system setup and facilitate a smooth transition for new corporate clients.

• Partner with attorneys, Partners, and Managing Attorneys to respond to client questions and develop effective solutions to client needs.

• Prepare and deliver client-facing and internal materials, including reports, dashboards, presentations, and customized client tools.

• Analyze information and trends from standard reports and communicate relevant findings, insights, and recommendations to senior leadership and Partners.

• Develop best practices for data management, data integrity, information organization, and client-information oversight.

• Create and implement initiatives designed to maintain accurate, complete, and well-organized client information.

• Maintain subject matter expertise across multiple major client accounts and serve as a trusted resource for their operational and service needs.

• Assist attorneys in developing training materials for client presentations and participate in presentations when appropriate.

• Collaborate with Business Development teams to prepare and organize responses to Requests for Proposal and other client-facing documentation.

• Contribute to additional operational, client-service, and process-improvement initiatives as required.

Requirements:

• Hold a bachelor’s degree with a strong academic background.

• Have 5–7 years of professional experience in business immigration.

• Demonstrate excellent attention to detail and a high degree of accuracy when managing client information, documentation, and processes.

• Possess strong interpersonal and relationship-management skills, with the ability to collaborate effectively with attorneys, leadership, clients, and cross-functional teams.

• Demonstrate strong organizational, process-management, analytical, and computer skills.

• Have experience working with CRM systems, with Salesforce experience preferred.

• Be comfortable analyzing data, identifying trends and process gaps, and translating findings into actionable recommendations.

• Demonstrate strong written and verbal communication skills, including the ability to prepare clear documentation, reports, presentations, and client materials.

• Be capable of working independently, managing multiple priorities, and exercising sound judgment in a fast-paced professional services environment.

• Demonstrate a proactive approach to process improvement and the ability to develop and implement practical best practices.

Benefits:

• Annual salary of $75,000–$100,000, based on experience and qualifications.

• Full-time, regular employment.

• 100% remote work arrangement.

• Paid time off and paid holidays.

• Medical, dental, vision, and life insurance coverage.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.

• Multiple retirement plan options, including 401(k) and Roth 401(k).

• Employee Assistance Program.

• Opportunity to work in a global legal and immigration services environment.

• Strategic exposure to client relationships, operational processes, data management, and legal-service delivery.

• Opportunity to collaborate with senior leadership, attorneys, business development professionals, and cross-functional teams.

• Inclusive and respectful working environment that values diverse backgrounds, skills, and experiences.