Client Care Specialist

Job Description

Job Description

Remote Possible

PLEASE DO NOT APPLY FOR THIS JOB UNLESS YOU ARE WILLING AND ABLE TO READ THIS ENTIRE JOB DESCRIPTION AND FOLLOW THE INSTRUCTIONS.

Planning With Purpose, a boutique law firm in Lynnwood, WA, is seeking an outgoing, detail-oriented client coordinator. Our front-end individual is the first introduction to the firm for potential clients and will set the tone of the law firm when clients walk into the firm. We are seeking someone with exceptional customer service skills, who is confident in making people feel at ease and accepted, and is detail-oriented. This position also requires organizational skills since many administrative tasks are assigned to this role. Strong computer skills will be necessary, specifically in Microsoft Word, Excel, and Outlook.

It is preferred that this is an in-person position, but for the right individual, we will restructure it to be remote.

We would welcome an individual who would thrive in a family-oriented atmosphere, can work as part of a team environment, and has the integrity to work individually to accomplish strict deadlines. No law firm experience is necessary; rather, an amazing attitude to learn and perform work that is done with excellence. We consider this position one of the most important functions in the firm. Come join our firm family!

Compensation : $40,000+ per year with matching 401(k) and personal days.

Compensation : $40,000+ yearly

Responsibilities :

• Answer phones and direct callers to the appropriate person or service. This will take a concentrated effort to learn our process and what services we offer in order to successfully manage incoming calls. Promptly organizing, returning, and handing off messages is one of the highest functions of this position.
• Engage with clients with excellent customer service skills. Welcoming clients, setting the tone of the firm, and serving initial client needs are very important to a client's first impression - you will be the face of the firm.
• Scheduling various meeting types for attorneys, communicating with clients regularly for those meetings, and following up with potential clients.
• Administrative tasks and responsibilities will include preparing client work products, folders, and internal process sheets, reviewing office work before it leaves the office, organizing and preparing the office for client meetings, and managing, appropriately categorizing, scanning, and organizing all incoming mail.
• Using multiple software programs, including Microsoft Office (Word, basic Excel, Outlook, etc), MailChimp, client CRM, and more. Must already possess strong Microsoft Office skills and use a computer confidently.

Qualifications :

About Company

We are a law office that creates personalized and strategic plans to protect wealth and family values for generations.