Client Services Associate

4 days ago


Newport Beach, California, United States Meier Law Firm Full time

About the Role:

We are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and internal teams.

Key Responsibilities:

  • Serving as the primary point of contact for clients and internal teams
  • Pre-screening potential clients and scheduling planning sessions with our intake department
  • Assisting our Client Services Manager with managing the client experience through our CRM system and providing warm and personable client interaction
  • Assisting our paralegal with data entry in our legal drafting system and collecting contact information from clients
  • Ensuring the office is well-organized and equipped with necessary supplies and equipment
  • Participating in team meetings, systemization efforts, growth efforts, and data tracking

Requirements:

  • 2+ years of experience in customer service
  • Bachelor's or Associate's Degree from an accredited institution
  • Proficiency in Microsoft Office and Google Gsuite
  • Excellent communication skills
  • Professional, positive, team mentality, and client-focused attitude

What We Offer:

As a Client Services Associate at Meier Law Firm, you will have the opportunity to work with a dynamic and supportive team, develop your skills and expertise, and contribute to the success of our firm.



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