Client Acquisition Representative

Responsibilities

• Serve as the first point of contact for prospective clients via phone, chat, and email, delivering a high-touch, professional experience
• Engage and guide new inquiries, helping individuals understand available services and next steps
• Support the firm's growth by helping convert inbound interest into scheduled consultations and new client relationships
• Build rapport and trust with prospective clients through clear, empathetic, and confident communication
• Schedule initial consultations and coordinate availability, ensuring a seamless appointment-setting experience
• Perform conflict checks and ensure accurate intake of client information
• Maintain consistent follow-up and engagement with prospective clients to support ongoing interest and decision-making
• Aid in lead development and nurturing by keeping interactions organized, timely, and responsive
• Handle scheduling challenges with a solution-oriented mindset and professionalism
• Maintain accuracy and completeness of all client and scheduling data across systems
• Contribute to individual and team goals related to appointment volume, engagement quality, and client experience
• Identify and escalate issues that may impact the client experience or indicate broader trends
• Participate in ongoing training to enhance communication, engagement, and client development skills
• Handle sensitive client information with discretion, care, and accuracy

Requirements

• High school diploma or general education degree (GED)
• College degree and other certificates are helpful/desired
• Previous experience in business development, contact center, appointment scheduling, Professional services customer service, client engagement, or other high-end service-based environments
• Strong verbal communication skills, especially over the phone
• Ability to build rapport quickly and guide conversations effectively
• Basic computer proficiency, including typing and email communication
• Experience with a CRM (SalesForce) or SmartAdvocate is a plus
• Experience with SharePoint and all MS products is preferred

Core Values

• Collaboration: We work seamlessly together, leveraging collective strengths to support shared goals and deliver the best outcomes for clients.
• Responsiveness: We act quickly and effectively to meet the needs of current and prospective clients while adapting to changing priorities.
• Culturally Positive: We foster curiosity, critical thinking, and a willingness to challenge the status quo in pursuit of better outcomes.
• Customer Service: We are committed to exceeding expectations by anticipating needs and delivering a consistently high-quality client experience.

Benefits

• Industry-Leading Health Coverage: Access to top-tier health, dental, and vision insurance plans, ensuring you and your family stay healthy and protected.
• Financial Security: Enjoy peace of mind with life insurance, as well as both short-term and long-term disability coverage.
• Investment in Your Future: Our competitive 401(k) plan with company match, helps you plan ahead, with opportunities to build and grow your retirement savings.
• Flexible Spending Options: Take advantage of flexible spending accounts (FSA/HSA) to cover out-of-pocket medical, dental, and childcare expenses with pre-tax dollars.
• Additional Perks: From wellness programs to additional benefits, we go above and beyond to create a workplace that values and supports you every step of the way.