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Client Success CoordinatorUnruh Law firm. • San Francisco, California, United States
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Client Success Coordinator

Unruh Law firm.
  • US
    San Francisco, California, United States
  • US
    San Francisco, California, United States
Ähnliche Jobs finden

Über

Unruh Law, P.C. is a disability benefits law firm based in San Francisco, CA, proudly serving veterans nationwide. Our mission is to help veterans receive the benefits they’ve earned, and we’re hiring a Client Success Coordinator to be the friendly, reliable first line of support for our clients.
About the Role This is a phone-forward, client-facing role with light legal assistant duties. You’ll spend most of your day speaking with clients—providing updates, answering questions, setting expectations, and keeping cases moving. You’ll document every interaction clearly in Filevine, help with basic case tasks, and coordinate closely with the attorney to ensure a smooth client experience.
Key Responsibilities
Make and receive client calls; provide timely, compassionate updates and clear next steps
Document all communications and tasks in Filevine and keep matters organized and current
Triage issues, escape to the attorney when needed, and follow through to resolution
Calendar key dates, track tasks, and keep cases on schedule
Light legal assistant support: request records, organize medical documents, prepare simple forms/letters, and submit routine filings with the VA as directed
Maintain confidentiality and uphold professional, courteous communication at all times
Requirements
1+ year in a client-facing role at a law firm (veterans benefits experience a plus)
Valid PIV (Personal Identity Verification) card — required
Familiarity with Filevine preferred (or strong aptitude to learn quickly)
Comfortable and confident on the phone; thrives on helping people and de-escalating concerns
Highly organized self-starter with excellent follow-through and attention to detail
Clear written communication; reliable documentation habits; discretion with sensitive information
100% Remote (U.S.-based)
Why Join Us At Unruh Law, you’ll be part of a mission-driven team supporting those who have served. You’ll have meaningful client contact, clear processes, and the chance to grow your skills in a supportive, professional environment.
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  • San Francisco, California, United States

Sprachkenntnisse

  • English
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