Baker Tilly US
Now, for tomorrow.
EB-5 Case Manager
Location
California
Posted
12 days ago
Salary
$124.9K - $236.6K / year
Bachelor DegreeEnglish
Job Description
• Manage a caseload of up to 50 clients, ensuring timely and accurate delivery of services.
• Coordinate with internal and external resources to meet client needs and expectations.
• Maintain regular communication with clients to provide updates, gather necessary information, and address any concerns or inquiries.
• Demonstrate a high level of attention to detail when reviewing and analyzing large volumes of source documents to identify relevant information.
• Proactively manage client expectations and provide exceptional customer service throughout the case management process.
• Take initiative and be a self-starter, capable of working independently and efficiently.
• Exhibit strong written and verbal communication skills, with the ability to convey complex information clearly and effectively.
Job Requirements
- Bachelor's degree in a relevant field (e.g., Business Administration, Legal, Project Management) preferred.
- Previous experience in legal case management, client legal services, or a related legal field is advantageous.
- Experience with EB-5 is highly preferred.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications.
- Ability to thrive in a fast-paced environment and adapt to changing priorities.
- Strong organizational skills and the ability to manage time effectively.
- Demonstrated ability to work well under pressure and meet deadlines.
- Proactive approach to problem-solving and decision-making.
- Excellent interpersonal skills and the ability to build rapport with clients and colleagues.
Benefits
- Health insurance
- 401(k) plan
- Paid time off
- Flexible work arrangements
- Professional development opportunities