REMOTE: Client Relations Specialist

Key Responsibilities

• Serve as a first point of contact for prospective clients by answering, screening, and directing inbound calls
• Maintain and respond promptly to online inquiries from potential clients
• Absorb and qualify leads based on established intake criteria
• Enter and track lead information accurately in the firm’s CRM system
• Assist attorneys with gathering documentation needed to evaluate and qualify prospective matters
• Schedule consultations and calls between qualified leads and attorneys
• Conduct timely follow-up communications with prospective clients
• Run conflict checks using the CRM and other internal databases
• Help maintain CRM workflows and process documentation
• Support additional marketing and business development projects as needed

Qualifications

• Professional, polished, and personable communication style
• Strong phone presence with excellent customer service skills
• Empathetic listener with the ability to build rapport quickly
• Strong written and verbal communication skills
• Highly organized, flexible, and able to work both independently and collaboratively
• Comfortable learning and using new technology and software platforms
• Proficiency with Windows, Microsoft Office, and Adobe Acrobat
• Prior law firm intake experience strongly preferred
• Bachelor’s degree preferred
• Experience with Microsoft Dynamics is a plus
• Spanish language skills are a plus

Background

The ideal candidate will bring a service-minded approach and thrive in a team-oriented environment supporting a growing probate, trust, estate, and conservatorship litigation practice. This opportunity is well suited for someone who enjoys client interaction, understands the importance of responsiveness and discretion, and wants to grow with a firm that values strong client relationships and operational excellence.