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Client Records Specialist

Job DescriptionJob Description

Client Records Specialist

Schedule: 35-hour work week | Hybrid Schedule

Kazan, McClain, Satterley & Greenwood, a respected law firm with a long-standing commitment to client advocacy, is currently seeking a highly organized and detail-oriented Client Records Specialist to join our team. This role plays a vital part in maintaining secure, accurate, and up-to-date client records and supporting our case management teams with timely and efficient information handling.

About the Role

The Client Records Specialist is responsible for obtaining, managing, and maintaining confidential client records, ensuring compliance with regulatory standards and internal policies. You’ll serve as a key support to case teams by keeping records accessible, organized, and compliant with data privacy regulations.

Key Responsibilities

Duties may include, but are not limited to:

  • Obtain, organize, and maintain client records (medical, social security, military, financial, legal, employment, etc.)

  • Ensure records are accurate, complete, and routinely updated

  • Input and manage data in firm systems such as Data Browser

  • Process requests for client records in accordance with legal and internal standards

  • Maintain secure storage of all records per HIPAA, GDPR, and other applicable regulations

  • Partner with case management teams to ensure records are up to date and accessible

  • Perform additional administrative duties as assigned

What You Bring

  • Exceptional attention to detail and organizational skills

  • Excellent interpersonal and communication abilities

  • Proficiency with Microsoft Office Suite and strong digital literacy

  • Ability to multi-task, work independently, and meet tight deadlines

  • Project management skills and a proactive approach to problem-solving

  • Comfort with computer-based research and online database navigation

Perks & Benefits

  • 35-hour work week

  • Hybrid schedule

  • Firm covers 100% of employee premiums for medical, dental, life, and insurance

  • Profit-sharing retirement plan (up 25% Employer contribution)

  • Commuter/parking benefits (fully covered)

  • Flexible Spending Accounts (FSAs)

  • Generous paid time off and holiday schedule

How to Apply

Submit your resume and a brief cover letter to:
careers@kazanlaw.com

Only candidates selected for interviews will be contacted.

 

Equal Employment opportunities:
Kazan, McClain, Satterley & Greenwood provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to , , , , , , or genetics. In addition to federal law requirements, Kazan, McClain, Satterley & Greenwood complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation.

 

Company DescriptionFirm website: https://www.kazanlaw.comCompany DescriptionFirm website: https://www.kazanlaw.com

Client Records Specialist

Oakland, CA
Full time

Published on 08/20/2025

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