Client Services Coordinator
Job Description
Job Description
Top Job
Located in Strongsville, OH Salary: $720 week Full Time M-F 8:00 - 5:00 Payrate - $18 an hour Job description A qualified candidate must be an initiative-taker with the ability to multitask with strong organization and computer skills. The primary responsibility of this position is to lead, guide, and coordinate all client-related efforts while adhering to the Law Firm Process to ensure the CSC efforts result in specific measurable, tracked results. We work with senior citizens, individuals with special needs, and families facing life-changing events. The ideal candidate must be able to serve clients in a professional and compassionate manner, ensuring the highest level of client care. Please submit your resume with a cover letter and salary requirements. Position Includes :- Greeting clients and visitors in a friendly, professional manner
- Answer phone calls, properly implementing next steps
- Place outgoing calls to clients and prospective new clients
- Schedule appointments and maintain the firm's calendars
- Enter and maintain accurate data and documentation in practice management software
- Process payments received
- Maintain timely communication with clients by phone, email, and written correspondence
- Create and present statistical reporting using practice management software
- Prepare client files and other materials
- Prepare and print various client documents and correspondence
- Notarize documents and serve as a witness as needed
- Assist in preparing forms and collection of client documents
- Order office supplies
- Coordinate clients matters with staff and attorneys to ensure exceptional client experience
- Support other team members with daily work and projects as needed
- Running errands from time to time including trips to the post office, courthouse, etc.
- High comfort level with busy phones and making outgoing calls to prospects
- Ability to work independently
- Computer skills with proficient knowledge of Microsoft Office, virtual meeting platforms, able to quickly learn practice management software
- Experience in an office setting as receptionist/administrative assistant
- Experience with estate planning, or in an elder law firm is helpful but not required
- Strong focus on client satisfaction while adhering to practice standards
- Communication skills that are consistent, effective, and compassionate
- A positive attitude working as part of a team
- Comfortable in a multi-tasking environment
- Excellent organizational skills
- Work to meet client needs while adhering to business procedures and policies
- Dependability is crucial
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