Client Enablement Specialist II

at  Fragomen

San José, Provincia de San José, Costa Rica -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate21 Nov, 2024Not Specified23 Aug, 2024N/APowerpoint,Visio,ExcelNoNo
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Description:

Job Description
About the Role: Fragomen, an AmLaw 100 firm and the leading immigration services provider, is seeking a skilled Client Enablement Specialist who will provide vital support to various corporate functions, including client onboarding, client enablement, and implementation. The Client Enablement team is critical to maintaining client service and to ensuring efficient and effective interactions with new and existing clients to the firm.

How will you make a difference as a Client Enablement Specialist at Fragomen?

  • Participate in implementation calls and partner with Client Enablement leaders on assigned New Client Onboardings
  • Act as the main point of contact in region for requirements or functional related process questions for client and legal team stakeholders
  • Schedule recurring implementation meetings (including Senior Manager and assigned lead) with both internal and external clients
  • Lead the elicitation and documentation of detailed onboarding process requirements
  • Own projects (New Client Onboardings) in terms of managing inputs and outputs, coordinate timing and manage
  • Assist Senior Manager and leads with resolving day to day client related questions
  • Assist Senior Manager with new client onboarding presentations for in person client meetings
  • Provide timely, accurate and efficient guidance for new client initiations of case requests in our system
  • Develop and update an initiations manual/cheat sheet for each client according to defined procedure
  • Assist with Client Implementations, collaborating with various internal teams – IT, Client Services, Finance, etc.
  • Assist legal teams with off-boarding of clients
  • Update and modify data in our client on-boarding library
  • Create Ad-hoc reports for internal and external customers
  • Analyze, report and provide solutions to process errors
  • Communicate discrepancies and coordinate process needs to high profile clients
  • Ensure smooth client onboarding procedures
  • Assist with process documentation and process improvement initiatives
  • Conduct in depth research of current client information as needed
  • Assist with system improvements, project implementations, and ad hoc projects as needed

Leverage your valuable skills and experience to make an impact at Fragomen:

  • Previous experience in Client Engagement, Client Enablement, or a related function would be preferred
  • Strong communication and writing skills
  • Familiarity with writing business protocols
  • Advanced MS Office including Word, Excel, PowerPoint, and Visio
  • Experience with process mapping in Microsoft Visio preferred
  • Must possess strong organizational and data entry skills
  • Bachelor’s degree in Business or business related field preferred
  • You will have excellent organization and client engagement skills, as well as be able to multi-task in a faced paced role with competing demand

Benefits:

At Fragomen, we know that great people make a great organization. We value our people and offer employees a broad range of benefits which includes:

  • Paid Time Off + Holidays
  • Private Medical Insurance
  • And other financial benefits which we encourage you to ask us about!

Learn More About Fragomen:
Please take time to read About Us, explore the Meaningful and Impactful Work we do for our clients, and review the standard Benefits we offer. You can find all the material to the right of this page

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Business or business related field preferred

Proficient

1

San José, Provincia de San José, Costa Rica