Client Services Project Manager - Financial Services

Posted Yesterday
14 Locations
In-Office or Remote
100K-120K Annually
Junior
Legal Tech
The Role
Lead and manage client relationships for eDiscovery projects: coordinate deliverables, execute project schedules and forecasts, ensure quality and accuracy, maintain project status records, communicate proactively with clients and internal teams, escalate issues, and review financial/billing information to meet deadlines.
Summary Generated by Built In

At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that’s recognized externally. Enabled by modern platforms and AI, you’ll do the most meaningful work of your career and see your impact at scale.

Job Description:

Job Summary:

The Project Manager of Client Services will serve as a leader in successfully managing assigned client relationships through effective project management coordination and execution.  Successful candidates must have the team leadership and professional background in the electronic discovery industry to successfully manage multiple projects and client relationships in a fast-paced environment. 

Essential Job Responsibilities  

  • Serves as the primary liaison with key client representatives with the goal of owning the service delivery relationship; 

  • Drives overall client satisfaction through effective coordination and communication of client deliverables; 

  • Effectively executes project forecasts and work schedules implemented by the Sr. Project Manager or Client Services Director; 

  • Ensures client and project requirements are being met with the highest quality and accuracy through verification and communicating routinely with both the client and internal partners; 

  • Consistently delivers proactive communication with clients and when client issues arises addresses those issues or expeditiously escalates to the Sr. Project Manager of Client Services Director; 

  • Ensures that an update to date record is maintained with regard to the status of all projects being worked on; 

  • Demonstrates leadership to both the client and internal partners, delivering project objectives professionally and with high quality. 

  • Instills confidence with the client and serves as a primary public face of Epiq’s high-quality service delivery offering. 

Required Qualifications & Characteristics 

  • A solid understanding of eDiscovery and the litigation support industry which is typically a result of at least 2 years of experience in project management positions with law firms, corporate legal departments or eDiscovery service providers. 

  • Demonstrated success in the management of multiple simultaneous projects. 

  • Oral and written communication skills which provide a strong and confident leadership presence.  

  • Excellent client relationship skills which include the ability to proactively manage client expectations, recognize client needs and adapt company capabilities to consistently meet client requirements. 

  • A solid understanding of database design and management, data processing activities and legal document review requirements. 

  • Demonstrated ability in each of the following areas:  ensure effective control of all aspects of a project from initial planning through final production; development of project plans; balance overall client requirements; development of relationships; and review financial and billing information in a timely manner to ensure deadlines are consistently met. 

The Compensation range for this role is 100,000 to 120,000 USD annually and may be eligible for an annual bonus.

Your specific salary will be determined based on several factors:

  • Location-based market rate for the role

  • Your abilities in relation to the job specification

  • Performance during screening and interview

  • Pay parity with the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

Epiq Leadership Compass

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

  • Build trust-based partnerships

  • Nurture long-term relationships

  • Remove collaboration barriers

  • Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

  • Use storytelling to build buy-in

  • Align communication with organizational goals

  • Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq’s goals.

  • Use data to identify improvement opportunities

  • Make informed decisions

  • Align team goals with boarder strategy

  • Empower teams to manage their own goals

  • Translate vision into clear priorities

  • Prepare for disruptions with strong change management

Achieves Operational Success

Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.

  • Improve workflows for team efficiency

  • Use clear documentation and expectations

  • Resolve issues quickly using data and feedback

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

Skills Required

  • At least 2 years project management experience in law firms, corporate legal departments, or eDiscovery service providers; solid understanding of eDiscovery and litigation support industry.
  • Demonstrated success managing multiple simultaneous projects.
  • Strong oral and written communication skills with a confident leadership presence.
  • Excellent client relationship skills; ability to manage client expectations and adapt services to meet client needs.
  • Solid understanding of database design and management, data processing activities, and legal document review requirements.
  • Ability to control all aspects of a project from planning through final production, develop project plans, balance client requirements, build relationships, and review financial/billing information timely.

Epiq Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Epiq and has not been reviewed or approved by Epiq.

  • Healthcare Strength Health, dental, and vision coverage is described as available for full-time, direct-hire employees, alongside life and disability protections and an employee assistance program. Access to these staples is portrayed as a meaningful part of the total rewards package for eligible roles.
  • Retirement Support A 401(k) plan with employer matching is described as part of the U.S. benefits offering. Having retirement support is positioned as a baseline benefit that some employees value.
  • Fair & Transparent Compensation Pay is characterized as good or decent in certain roles, suggesting market-aligned compensation exists in parts of the organization. Total compensation is also framed positively in some accounts that bundle pay with core benefits.

Epiq Insights

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The Company
HQ: New York, NY
6,282 Employees
Year Founded: 1988

What We Do

Epiq, a global technology-enabled services leader to the legal industry and corporations, takes on large-scale, increasingly complex tasks for corporate counsel, law firms, and business professionals with efficiency, clarity, and confidence. Clients rely on Epiq to streamline the administration of legal department and business operations, class action and mass tort, eDiscovery, regulatory, compliance, restructuring, and bankruptcy matters. Epiq subject-matter experts and technologies create efficiency through expertise and deliver confidence to high-performing clients around the world. Learn more at www.epiqglobal.com.

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