Client Relations Representative

Job Description

Job Description

The Customer Service Representative / Client Relations Representative is the first point of contact for many clients and plays an essential role in creating a professional, welcoming, and efficient experience. This role requires balancing client-facing responsibilities, administrative support, and office operations. The ideal candidate is proactive, highly organized, and committed to fostering strong relationships with clients while maintaining an orderly and well-functioning workplace.

This position is central to supporting attorneys, paralegals, and office staff by coordinating case assignments, scheduling client interactions, managing communications, and ensuring the office environment remains clean, organized, and client-ready.

• Client Relations & Communication
• Serve as a primary point of contact for clients, handling inquiries with professionalism and courtesy.
• Answer incoming phone calls, screen and direct calls to the appropriate team member, and provide general information as needed.
• Return client phone calls in a timely and professional manner to ensure consistent follow-up and client satisfaction.
• Respond promptly and accurately to client emails to maintain strong communication and client confidence.
• Schedule consultations, meetings, and follow-ups between clients and attorneys, ensuring proper coordination of calendars.
• Assist clients during in-office visits, providing hospitality and ensuring a welcoming environment.
• Act as a witness for client document signings, ensuring professionalism and adherence to office procedures.
• Maintain confidentiality in all client communications and documentation.
• Respond to and manage client tickets or service requests submitted through HubSpot.
• Case Management Support
• Input new cases into Clio and update the Case Assignment spreadsheet.
• Update the assigned Attorneys drive by transferring the clients folder into the team drive.
• Update the clients information in Hubspot with the assigned legal team.
• Office Operations & Facilities Support
• Oversee the cleanliness and sanitation of client-facing spaces, including conference rooms and reception areas.
• Ensure all breakrooms and conference rooms are fully stocked with supplies, refreshments, and necessary materials.
• Distribute and track office supplies to staff, ensuring adequate inventory is maintained.
• Maintain an organized, professional environment that reflects the firm’s values and commitment to service clients in excellence.
• Administrative & Leadership Support
• Provide general administrative assistance to office leadership, including personal and business-related tasks, as directed.
• Support the coordination of meetings, training, and events.
• Assist with preparing documents, correspondence, and reports as needed.
• Act as a liaison between office leadership, staff, and clients to support efficient communication and workflow.
• Other duties as Needed :
• Duties may involve unplanned, situational work outside of the standard scope that the employee should be prepared to step in and provide support as new priorities or urgent needs arise.

Requirements

Preferred Qualifications

Benefits

Schedule :

Equal Opportunity Statement :

We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.