Case Manager

📋 Description

• Regularly communicate with clients to request and review documentation related to the case.
• Respond to inbound phones, emails, and SMS to answer client questions.
• Conduct outbound phone calls, SMS, and emails with clients to gather required information to workup
• Perform data compilation, data cleanup, and QA on various types of data.
• Accurately file documents in the appropriate databases with all required information and notes.
• Perform a variety of file maintenance tasks for electronic files in compliance with the firm’s

🎯 Requirements

• Excellent organizational skills and attention to detail.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to be empathetic to clients in various situations.
• Excellent time-management skills with a proven ability to meet deadlines and adapt to changing
• Ability to maintain confidentiality and exercise discretion and good judgment.
• Ability to multi-task and work independently or as part of a team.

🎁 Benefits

• Year-end discretionary bonus
• Benefits (medical, dental, vision, etc.)