Overview
A top global investigations firm is looking to appoint a Client Success Associate – Disputes to join its Washington, DC or New York offices.
The Client Success Associate, Disputes supports the firm’s Disputes practice by providing critical administrative, coordination, and client engagement support throughout the project lifecycle. This role ensures that Disputes cases are initiated, documented, and tracked with consistency and accuracy while supporting proposals, conflict checks, and retainer processes. Working closely with case managers, legal professionals, and operations staff, the associate plays a key role in sustaining case flow, managing documentation, and facilitating communication between internal teams and clients.
Key Responsibilities
Case Opening and Documentation Management
- Open new matters in accordance with Disputes practice protocols.
- Conduct conflict checks in collaboration with legal and compliance teams.
- Prepare and issue engagement letters and related documentation.
- Track and maintain records for ongoing matters using firm platforms (e.g., SharePoint, HubSpot).
Proposal and Retainer Management
- Track incoming Requests for Proposals (RFPs) and assist with proposal submissions.
- Prepare, send, and follow up on proposals using approved firm templates.
- Assist in structuring, issuing, and managing retainer agreements.
- Monitor proposal status and timelines, including follow-up with clients and internal stakeholders.
Client Communication and Support
- Draft and format client-facing documents using approved templates.
- Manage routine client correspondence and follow-up under supervision of Disputes leadership.
- Ensure all communications reflect firm standards of tone, clarity, and professionalism.
Cross-Team Coordination and Workflow Support
- Coordinate with investigators, researchers, and legal team members to support timely case progress.
- Maintain up-to-date project records and timelines in proprietary databases.
- Assist in process improvement efforts within the Disputes practice by identifying administrative bottlenecks or gaps.
- Participate in case tracking, scheduling, and administrative reporting.
Skills, Knowledge & Experience
- Experience: 1–2 years of administrative, legal assistant, or client service experience, preferably in a law firm, investigative practice, or legal services organization.
- Case and Client Administration: Familiarity with conflict check processes, legal engagement documentation, and client proposals.
- Technical Skills: Proficiency with systems such as SharePoint, HubSpot, or similar client/case tracking tools.
- Communication: Strong written communication skills with attention to professional tone, formatting, and client-facing presentation.
- Organization: Exceptional attention to detail and ability to manage administrative workflows and meet deadlines.
- Collaboration: Demonstrates strong coordination skills, working effectively across teams to support smooth case progression.
- Adaptability: Handles shifting priorities and deadlines with professionalism; able to adjust support across multiple cases.
- Education: Undergraduate degree required. Multilingual candidates are encouraged to apply.
Company Benefits
- Global Impact: Work with a firm that conducts over 10,000 investigations annually in more than 130 countries, making a significant impact on a global scale.
- Expert Team: Join a team of professionals who are leaders in their field, bringing together diverse expertise across industries.
- Growth Opportunities: Be part of a dynamic environment that offers continuous learning and career advancement opportunities.
- Innovative Culture: Thrive in a culture that encourages innovation, excellence, and collaboration, ensuring that the firm stay ahead in the industry.
- Competitive Salary: $60,000 – $75,000
- Discretionary Bonus
- Flexible Time Off Policy
- Comprehensive Health Benefits: Medical, dental, and vision coverage
- Retirement Savings: 401(k) plan with employer match
- Parental Leave
- Hybrid Work Environment: Candidate must live in San Francisco, Metro DC or New York City areas.
- Life Insurance: Company-sponsored basic life and AD&D insurance
- Additional Benefits: FSAs, Transit, and Parking
