Client Services - Client Services Specialist (California Region)

Posted Tuesday, July 21, 2026 at 7:00 AM 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. As a Client Services Specialist (California Region) , you will exceed client expectations by proactively managing their requests and issues on cases and litigation matters. *This role will be filled at either the Representative, Associate or Specialist level, depending on experience. What you'll get to do: Fully understand and utilize all Vision functions as they relate to your position and their impact on other functions, departments, myVeritext, reporter portal, etc Participate and absorb all trainings including Veritext University, Summer Camp, in-person development sessions, etc Understand Company targets and strive to meet and exceed Ensure that departmental training materials are current, effective and utilized Use Vision workflow to ensure all aspects of your activities are completed accurately and timely Be an active participate in the phone queues and Front mailboxes while meeting Operations Excellence goals Aligns correct product/services information including features and benefits to client needs Establish and manage cases within Vision; Be proactive in your approach Fulfill client requests timely (in accordance with service-level agreements) including Revised Orders, special client requests, etc AND take appropriate action Resolve issues and/or escalate as needed; coordinate/partner with applicable departments and/or colleagues (i.e. Billing, Account Executive / Sales Dept., Client Services, Cash Apps.) to ensure prompt and accurate resolution Communicate necessary information timely and accurately to all parties, including clients, backoffice staff, sales and vendors Be responsible for contacting subcontractors on order changes and ensure they are fulfilled; follow-up! Notify reporters of dailies, expedites, etc. Treat reporters, videographers as "key members of our team"; go out of your way for them Track incidents according to protocol Proactively track assignment deadlines and; follow up with reporters and vendors to ensure timely delivery to clients Treat all Veritext Intra-Company jobs, consistent with Veritext standards Ensure that all Vision entries (standing orders, notes, etc.) are clear, concise and consistent client specifications Encourage use of and manage all aspects of MyVeritext, including setting up USER ID's, establishing security rights and training users on features Ensure coverage for all urgent after-hour requests that require immediate assistance/response before next business day Take ownership of managing all aspects of large/mega cases Recommend and implement improvements in process and procedures The kind of teammate we’re looking for: 3+ years of related experience Experience in the court reporting industry is preferred Proficiency in MS Office required Proficiency in relevant financial software packages and applications Must possess excellent written and verbal communication skills Customer service oriented with strong interpersonal skills Dedicated professional with the ability to respond to requests promptly and accurately Must be detail oriented, organized and be able to multi-task Proactive and motivated with strong problem solving and follow up skills Must be able to work both independently and with a team What's in it for you: Competitive compensation and total rewards package Comprehensive medical, dental and vision insurance Hybrid or remote work structure Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 4 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! About Veritext: Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America. Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security ensures that Veritext clients have the best tools available and the confidence of working with the market leader. Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas – an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment. About this posting: Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range. Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.