Technical Client Services Associate

Veritext•Costa Mesa, CA

33d•Remote

About The Position

At Veritext, we focus on the details - so legal teams can focus on the case. About the role: Providing our clients with exceptional service is the foundation of our business. In Technical Client Services, you will provide high-level, reliable support for case managers, sales representatives, and Veritext clients, specifically related to the remote products and services. The Team lead provides guidance, coaching, and training to junior-level employees within team. This position will be filled at the Representative or Associate, depending on experience.

Requirements

2+ years of relevant experience
Proficiency in Computers and MS Office required
Proficiency in relevant software packages and applications
Must possess strong written and verbal communication skills
Customer service oriented with strong interpersonal skills
Work collaboratively with Veritext colleagues, exhibiting Veritext Values
Dedicated professional with the ability to respond to requests promptly and
accurately and meet established deadlines
Take ownership of your work; follow-thru until final resolution

Nice To Haves

Experience in a technical role preferred
Experience in the legal services industry preferred

Responsibilities

Set up basic Veritext Virtual jobs, Exhibit Share, Remote Realtime
Understand Veritext products and services - Veritext Virtual, Exhibit Share, Remote Realtime
Resolves issues and/or escalate as needed to ensure prompt and accurate resolution; coordinate/partner with applicable departments and/or colleagues (i.e
Support team, Account Executive / Sales Dept., Client Services) to ensure prompt and accurate resolution
Recommend and implement improvements in process and procedures
Fully understand and utilize Vision functions as it relates to your position
Fully understand all Vision functionality within your region and how it relates to other departments
Ensure that people are set up properly so they can access virtual services (Adding or deleting users to/from specific Exhibit Share folders, resending Remote Realtime links
Work in Front shared email inbox; set up and process orders accurately and timely
Collaborate with the client services team for accurate job set up in Vision
Understands the different Veritext virtual services and can articulate this information to others
Assist with adding concierge techs, and reporters to Exhibit Share folders
Set up complex Zoom jobs outside of Vision
Assist with video order resends
Set up all jobs accurately and in accordance with Standing Orders, notes and client specifications
Ensure that Vision standing orders, notes are clear, detailed and actionable
Respond to complicated job requests quickly but also accurately
Assist Client Services with conference room location requests and cancellations
Create special Exhibit Share Case setups: shared folders
Check statuses of witnesses and clients in Exhibit Share

Benefits

Competitive compensation and total rewards package
Comprehensive medical, dental and vision insurance
Remote (depending on business needs)
Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time)
Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists/therapists (app based, virtual counseling, daily emails, live and on-demand content, and more)
Matched 401(k) to help you save for your future
Pet insurance to help your pet(s) live a long and happy life
Flexible Spending Accounts (healthcare, dependent care, transit & parking)
Company-paid life insurance as well as short-term and long-term disability insurance
Learning and development opportunities to advance both personally and professionally
Veritext Summer Camp - a fun-filled culture building and learning experience
Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more!