Client-Focused Legal Professional | Relationship Building | Sales Support | Case Management
Seeking: Account Manager
I am an experienced legal and administrative professional specializing in client service, case management, document processing, legal research, and regulatory compliance. I have more than 25 years of professional experience, including over 10 years supporting clients at Merrill Lynch. Two accomplishments I am especially proud of are successfully managing approximately 100 active client matters each month while meeting strict deadlines and maintaining consistent weekly communication with clients. I also managed cases from initial intake through completion, gathering necessary documents, conducting research, preparing correspondence, and helping clients navigate matters involving divorce, powers of attorney, abandoned property, and 529 accounts. For my next opportunity, I am seeking a remote legal support, case management, customer service, compliance, document review, or administrative position. I would like a role where I can use my organizational abilities, attention to detail, problem-solving skills, and experience handling sensitive client information while contributing to a professional, service-focused team.
Member Since
September 16, 2026
Last Active
a month ago