Client Service Representative
3 days ago
**Job Summary:**
We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at Workoo Technologies. As a Client Service Specialist, you will be responsible for providing exceptional customer service, managing client relationships, and ensuring seamless communication between clients and our team.
Key Responsibilities:
- Schedule Appointments: Schedule appointments and protect attorney time to ensure efficient use of resources.
- Client File Management: Manage client files from start to finish, ensuring accurate and timely completion of tasks.
- Document Scanning and Filing: Scan and save incoming client documents into our database, maintaining a secure and organized electronic filing system.
- Communication: Answer inbound calls in a prompt manner, route calls internally, and deliver accurate messages to attorneys and staff.
- CRM Software Management: Manage and maintain our CRM software, ensuring accurate data entry and timely updates.
- Engagement Agreements and Invoices: Prepare and send engagement agreements and invoices to clients in a timely and professional manner.
- Client Meetings: Participate in client meetings as needed, providing exceptional customer service and ensuring client satisfaction.
- General Office Tasks: Perform general office tasks, run errands as directed, and complete other duties as assigned.
Qualifications:
- Excellent Communication Skills: Possess excellent communication skills, with a professional demeanor and a positive attitude.
- Attention to Detail: Demonstrate attention to detail, with the ability to record accurate information and maintain a high level of organization.
- Computer Proficiency: Possess computer proficiency, with experience in Microsoft Word, Excel, and Outlook.
- Time Management: Demonstrate excellent time management skills, with the ability to meet deadlines and handle interruptions.
- Adaptability: Be adaptable and flexible, with a willingness to learn and take on new challenges.
Ideal Candidate:
We are seeking a highly motivated and detail-oriented individual who is passionate about providing exceptional customer service. The ideal candidate will have experience or familiarity with:
- Client Matter Management: Managing client matters from beginning to end.
- Project Management: Coordinating and managing multiple projects simultaneously.
- Scheduling: Scheduling appointments and managing calendars for multiple parties.
- Microsoft Office: Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- Legal File Management: Maintaining and organizing legal files and documents.
What We Offer:
We offer a competitive salary range of $40,000.00 to $50,000.00 per year, commensurate with experience, as well as a signing bonus, bonus pay, company retirement plan, PTO, and health benefits for full-time employees.
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