Client Services Specialist

Overview

The Client Services Specialist plays a crucial role in our legal firm, focusing on customer service and sales. This position is 100% onsite in Newport News, VA.

What We Are Looking For

You are the first point of contact for our clients, handling initial inquiries, scheduling appointments, and managing client relationships. You must be a good listener, empathetic, patient, professional, and enthusiastic about our processes.

Responsibilities and Duties

• Receive all prospective client initial inquiries and enroll prospects in the correct process
• Manage all appointment confirmations, rescheduling, no-shows, and cancellations
• Manage estate planning workshop registration, follow up for no-shows and cancellations, and schedule initial meetings with attorneys
• Manage CRM and marketing related databases
• Manage telephone system
• Warmly greet clients upon arrival, ensure they are comfortably seated, and maintain a clean, organized, and professional conference room environment before and after meetings

Requirements and Qualifications

Required

• 1 year of Customer Service Experience
• Excellent Verbal Communication Skills & Phone Etiquette
• Strong People Skills
• Detail Oriented
• Curious & Open to Learning New Concepts & Tasks
• Proficient in Microsoft Office Word, Excel and Outlook Applications
• Ability & Interest in Learning Multiple Software Platforms or Interfaces for Management of Firm Data, Calendar, and Processes
• Independent, Self-motivated for Areas of Accountability
• Adaptable to Changing Priorities
• Value Team Model & Role on Team
• Value Process

PREFERRED

• Education: High School Diploma or Equivalent
• Experience: Working in a law firm setting, a plus but not required

Benefits and Pay Range

• $48,000 - $55,000 W2
• Bonus Compensation Options for Meeting Key Performance Indicators
• 100% Contribution to Employee’s Health Insurance
• 100% Contribution to Employee’s Dental Insurance
• Employer Matched IRA for Your Salary Contributions (up to 3%)
• Paid Vacation (Based on Years of Service: Begins after 6 months with the Firm)
• Paid Sick Leave
• Work Schedule: Monday-Thursday 9:00am - 5:00pm. The office closes at 2:00 p.m. on Fridays, but all employees are paid based on a 40-hour work week.
• Holidays: We take many of the standard holidays throughout the year, like July 4, but notably all employees receive the Wednesday before and the Friday after Thanksgiving and the time between Christmas and New Years as paid holidays.