Client Enablement Specialist II

August 21, 2024

Fragomen

San José

OTHER

Job Description

About the Role: Fragomen, an Am Law 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, Power Point, 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.

We regret to inform you that this job opportunity is no longer available