Client Relations Manager
Greater San Diego Area
Hired to relieve Managing Partner of department oversight; responsible for hiring, disciplining, evaluating, reviewing, and terminating new client relations staff; worked closely with IT to oversee implementation of multiple client databases; established protocols and procedures for ensuring compliance with ethical and fiduciary obligations to clients; oversaw client communications, from retention agreements to final disposition; ensured proper maintenance of client records; collaborated with… Show more Hired to relieve Managing Partner of department oversight; responsible for hiring, disciplining, evaluating, reviewing, and terminating new client relations staff; worked closely with IT to oversee implementation of multiple client databases; established protocols and procedures for ensuring compliance with ethical and fiduciary obligations to clients; oversaw client communications, from retention agreements to final disposition; ensured proper maintenance of client records; collaborated with Marketing and Business Development Department regarding marketing materials and compliance with state advertising rules; and assisted other departments as necessary, all with the goal of providing excellent client service. Show less