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Client Delivery Specialist (Financial Services/Private Wealth Legal Assistant)

Husch Blackwell

Client Delivery Specialist (Private Wealth Legal Assistant)

Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations.

At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes. Husch Blackwell is committed to retaining, recruiting, developing, and promoting talented lawyers and business professionals with diverse backgrounds and experiences. We foster an engaged, diverse, and inclusive team culture of accountability and purpose that makes our Firm and our communities better.

Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Client Delivery Specialist (Private Wealth Legal Assistant) position in our St. Louis, MO office. This position will work onsite at least 4 days per week.

The Client Delivery Specialist serves as the primary operational partner for assigned attorneys within a practice. This role manages workflow execution, cross-functional coordination, and administrative support while reducing attorney project-management burden. Specialists maintain direct responsibility for attorney relationships, matter completion, and coordination across operational teams. Essential job functions include:

Strategic Workflow Ownership

  • Manages full lifecycle workflow for assigned attorneys.
  • Proactively anticipates the needs of attorneys, manages priorities, and resolves administrative challenges with minimal supervision.
  • Coordinates and tracks ongoing projects to ensure deadlines and deliverables are met; monitors milestones; updates status reports; communicates progress; and assists with project plans, timelines, and resource allocation.
  • Handles special projects and other duties as assigned to support the efficiency and success of the attorneys' practices.
  • Effectively uses workflow management software to log and manage workflow.

Conflicts, NBI & Engagement Process Leadership

  • Prepares and processes new matter forms, requests conflict checks, and opens new files.
  • Coordinate intake and engagement processes, maintain documentation, and reduce repetitive attorney involvement.

Billing, Collections & Financial Coordination

  • Assists attorneys with tracking and monitoring alternative fee arrangements.
  • Assists attorneys with automation, tracking, and monitoring of matter budgets.
  • Partner with the billing team to oversee time entry, billing inquiries, and collections.

Client & Cross-Functional Coordination

  • Coordinates client communications, manages sensitive information, and serves as a liaison between attorneys, clients, and internal departments.

Email & Administrative Optimization

  • Proactively manages attorneys' inboxes, prioritizing and flagging urgent communications; drafts, reviews, and responds to emails on behalf of attorneys as directed; and organizes/archives correspondence for easy retrieval.
  • Provides general administrative support: Maintains attorney contacts; tracks requirements and activity related to CLE and memberships.
  • Provides general administrative support as needed, including operating office equipment (PCs, printers, phones, copiers, facsimiles, and typewriters).
  • Conducts all business in a confidential manner; copes successfully with demands from timekeepers, remaining calm under pressure.
  • Reviews and routes incoming mail and fax communications; prepares and processes outgoing mail and faxes; arranges specialized mail or messenger services as required; and ensures attachments, exhibits, and enclosures are included.
  • Assists in coordinating attorneys' calendars and meeting arrangements; makes travel arrangements and prepares itineraries.

Document & Matter Management

  • Prepares, edits, formats, and proofreads legal documents, correspondence, and presentations with a high degree of accuracy; manages version control, file organization, and secure document storage in compliance with firm policies; and facilitates the execution, filing, and distribution of legal documents.
  • Types, transcribes, revises, and proofreads legal documents accurately; prioritizes assignments; and meets specific deadlines on projects.

Practice Alignment & Institutional Knowledge

  • Shows proficiency in the assigned Practice Specialty Center (practice-group-specific duties as they relate to the PSC).
  • Takes personal responsibility for regularly exchanging information, documenting workflows for coverage that support attorney preferences, and sharing training tips with team members for maximum job effectiveness.

Delegation & Team Leverage

  • Demonstrates effective teamwork and communication with team members and all Firm personnel; participates in regular team meetings to discuss current projects and workflow.
  • Delegates specific tasks to other teams, as appropriate, to ensure coverage, timely completion, and quality control.

Technology, AI & Upskilling

  • Identify opportunities for process improvements.
  • Leverages automation and dashboards to improve tracking, organization, and execution of work.
  • Participate in applicable AI and technology related trainings to maintain proficiency in related tools and services.
  • Research emerging tools and best practices and recommends process improvements to streamline workflows, increase accuracy, and enhance service delivery.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. The Firm will provide reasonable accommodations as necessary to allow an individual with a disability to apply for and/or perform the essential functions of a position. If you need assistance to accommodate a disability, please contact HR.

Position requirements include:

  • Bachelor's degree with major coursework in a related field; or commensurate professional and educational experience required.
  • 5+ years relevant experience providing comprehensive support to organizational leadership, preferably in a professional services environment.
  • 3+ years relevant legal assistance experience or financial services support experience required.
  • Advanced proficiency in Microsoft Office Suite.
  • Demonstrated ability to proactively identify issues, propose solutions, and drive work to resolution with minimal direction.
  • Strong communication skills, including providing concise, solutions-oriented status updates and recommendations to attorneys and other stakeholders.
  • Ability to handle confidential information of highest level.
  • Minimum typing speed of 60 wpm; previous transcription experience preferred.
  • Exercise discretion, judgment, and composure.
  • Proactive Problem-Solving Anticipate and resolve before escalation
  • Judgment & Discretion Navigate complexity with senior stakeholders
  • Workflow Management Own full lifecycle with accountability
  • Communication Clear, concise, solution-focused
  • Business Partnership Service mindset with strategic value-add
  • Technology Proficiency AI, automation, continuous upskilling
  • Organizational Excellence Detail-oriented, multi-tasking across portfolios
  • Accountability Follow-through and ownership
  • Relationship Management Build trust across all levels
  • Adaptability Thrive in dynamic, high-pressure environments

Please include a cover letter and resume when applying.

EOE/Minority/Female/Disabled/Vet. Principal Applicants Only.

Husch Blackwell
Vacancy posted 3 days ago
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