Client Relations Specialist

3 weeks ago


San Diego, California, United States Trestle Law, APC Full time
About the Role

We are seeking a highly motivated Client Relations Specialist to join our dynamic team at Trestle Law, APC. As a Client Relations Specialist, you will be responsible for managing our client intake process, ensuring seamless communication and excellent customer service.

Key Responsibilities:
  • Manage the onboarding process for new clients, including data entry and setting up client files
  • Book and confirm consultations using Calendly, maintaining organized schedules and growing our caseload
  • Follow up with prospective clients, generate fee agreements, and ensure smooth client engagements
  • Collaborate with our marketing team to optimize client intake processes and drive growth in our prospective client base
Requirements:
  • Proficiency with Microsoft Office products, especially Microsoft Excel
  • Previous experience with CRM and case management software is desired
  • Excellent verbal and written communication skills, with a high level of empathy required
  • High school diploma or equivalent is a requirement; a Bachelor's degree is preferred
  • Previous customer service or sales experience is highly valued

We offer a competitive salary range of $45,000 - $65,000 per year, depending on experience.



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