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Client Relations Specialist

2 months ago

Syracuse, New York, United States safeharborwillsandtrusts Full time

Join Our Growing Legal Team
At Safe Harbor Wills and Trusts, we are expanding our team and looking for a dedicated full-time legal intake coordinator. In this role, you will be the empathetic voice of our firm, handling incoming inquiries from potential clients during critical moments, assessing their needs, and assisting our attorneys in organizing their schedules.

Your Role and Responsibilities
As a vital member of our team, you will:

  • Schedule Consultations: Arrange meetings for potential clients with our attorneys to enhance our case portfolio and maintain accurate appointment schedules.
  • Assess Client Inquiries: Evaluate incoming calls and messages from prospective clients, ensuring they feel acknowledged and understood while determining their case suitability.
  • Collaborate with Marketing: Work alongside our marketing team to develop outbound strategies and foster partnerships with other legal firms to attract new cases.

Qualifications
To succeed in this position, you should possess:

  • Exceptional verbal and written communication skills, demonstrating empathy and clarity.
  • Experience with CRM and case management software is advantageous.
  • Proficiency in Microsoft Office, particularly Excel.
  • A background in customer service or sales is preferred.
  • Strong computer skills and attention to detail in data entry.

If you are passionate about making a difference in clients' lives and have the qualifications we seek, we encourage you to consider this opportunity.