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Client Manager

Aldridge Pite, LLP, Atlanta, GA, United States


Aldridge Pite, LLP is a multi-state law firm that focuses heavily on the utilization of technology to create workflow synergies with its clients and business partners. Aldridge Pite is a full-service provider of legal services to depository and non-depository financial institutions including banks, credit unions, mortgage servicing concerns, institutional investors, private firms, and other commercial clients. Aldridge Pite is dedicated to providing best-in-class representation across all of its Practice Areas through its unwavering subscription to three fundamental tenets: Partnership, Integrity, and Innovation.

POSITION SUMMARY: The Client Manager is responsible for maintaining and enhancing relationships with clients and ensuring client satisfaction through periodic client meetings and discussions, monitoring of client systems, and driving productivity of work for assigned client. This dialog should cover service levels, plan utilization, client retention and performance.

This position should also proactively manage and seek opportunities with clients to determine strategies to manage the client portfolio, including client SLAs and scorecards. Additionally, this position should work closely with operations staff, and may provide training within the firm on client specific directives. The ideal candidate will possess strong verbal and written communications skills, along with a solid knowledge of the industry. This is a fully remote position, and therefore requires a self-starter. The Client Manager is a professional level position that requires the ability to work both independently and as part of a team.

MINIMUM QUALIFICATIONS:

3-5 years Default industry knowledge required

College degree required

Proficiency in Microsoft Excel, PowerPoint, and Word

Highly organized with strong attention paid to detail and accuracy

Excellent written and verbal communication skills

Strong team player and able to work effectively in a team environment

Self-starter with exceptional ability to identify and solve problems

Able to adjust to the rapid pace of the Department and meet deadlines without sacrificing quality

Able to occasionally work evenings or weekends in order to complete objectives

Ability to travel occasionally as position requires (no more than once a quarter)

Exceptional customer service skills

Proven excellence in building and maintaining relationships

Strong commitment to quality standards

Proven prioritization and organizational skills

Ability to work on multiple tasks simultaneously

Ability to quickly react to change in a positive and productive manner

Ability to handle all essential tasks that are assigned

Ability to lead and deliver an excellent service to clients

ESSENTIAL DUTIES / PRIMARY RESPONSIBILITIES:

Drive action plans around underperforming client portfolios

Serve as an escalation contact and ensures client issues are addressed by the appropriate teams

Ensure clients are aware of any change related processes and procedures including operational changes

Partner with internal teams to facilitate timely resolution of issues or problems presented by clients and compliance

Solicit client feedback on firm’s performance

Strategically focused and responsible for client satisfaction, maintaining client communication and the overall management of the client relationship

Works to maintain and grow the client relationship while ensuring ongoing customer service

Drive more volume in new states and existing states

Build relationships with liaisons at clients

Maintain appropriate escalation contacts at client

Build knowledge and understanding around default portfolios in multiple states

Know and understand client’s scorecard and metrics/SLAs inside and out

Know and understand client directives or best practices inside and out

Keep abreast of assigned client audits and findings

Manage client’s volume trends, market share and performance

Attend all assigned client calls and assist in management of calls

Partner with operations to ensure that client feedback is communicated to appropriate department and push operations managers to meet client SLAs

Weekly or monthly check in calls with client – one on one

BENEFITS:

Company Paid Life and Disability Insurance plans

Medical, Dental and Vision Plans with Prescription coverage

401K Retirement Savings Plan

Flexible scheduling (within reason, depending on position)

Generous PTO plan for all full-time employees

Full equipment station at no cost for remote employees, including dual monitors

Employee Assistance Plan, offering free 24/7 counseling and consulting services to support emotional health and wellbeing

Wellness programs and employee discounts

Learning and development training opportunities for both personal and professional growth

And so much more!

EEO STATEMENT: Aldridge Pite, LLP is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.

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