Client Relations Associate
Reports to: Partners Department: Client Relations
Classification: non-exempt Date: 03/26/2019
National Immigration Law Firm is seeking a professional, friendly and outgoing individual to provide client services via telephone, e-mail and in person to schedule appointments and confirm appointments for clients requesting immigration services by the firm's attorneys. This is a professional law firm environment where client communication skills and follow up service are essential to the firm's practice and success. The team member must be positive, creative, and have a commitment to hard work.
Following up with, and scheduling appointments with prospective clients.
Setting consultation appointments for clients with the firm's attorneys.
Use of a CRM to manage client information and to make changes on client status in pipeline.
Ensure that correct codes are used for tracking client information.
Follow up on inbound internet inquiries on CRM.
Schedule meetings with legal assistants and/or attorneys for time-pressed matters.
Perform duties with client relations department where client contact is a prime responsibility.
Coordinate with legal assistants and attorneys in providing service to clients.
Maintain confidentiality of all client files.
Performs other related duties as assigned.
RESPONSIBILITY AND AUTHORITY:
Equipment: Reasonable care and operation of standard office equipment such as telephones, computers, and furniture.
Business Contacts: Responsible for maintaining good client relations and contacts with other personnel including legal assistants, paralegals, members of other departments and offices of the firm.
Must have High School Diploma or equivalent, plus one year of customer service training.
Must be proficient in Spanish and English.
Must have typing skills, knowledge of office systems and CRM.
Previous background should include demonstrated ability to deal with clients.
Must be personable, well-spoken and have a polished and professional appearance.
Must have excellent writing, communication, organizational, and case management skills.
Must be able to execute all tasks within a fast-paced environment
Previous sales or administrative experience at a law firm or doctor's office preferred.
Experience with high volume inbound and outbound calls.
Awesome Work Culture
Maney Gordon Zeller, PA