Client Services Specialist

at  RecLatam

ABOUT THE FIRM:

Our client, a dedicated family law firm, is committed to providing compassionate and effective legal services. They are looking for a skilled Client Services Specialist to manage client intake and provide essential administrative support, ensuring clients receive a high standard of service throughout their legal journey.

QUALIFICATIONS:

• 1+ year of experience in client service or administrative roles, ideally within a law firm from the U.S.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced setting.
• Excellent interpersonal and communication abilities, with a focus on empathy and client care.
• Proficiency in legal software and familiarity with legal document management; experience with intake or CRM systems is a plus.
• Ability to work independently in a remote environment, demonstrating reliability and professionalism.

ROLE OVERVIEW:

The Client Services Specialist will play a pivotal role in managing the client experience, from the initial intake process to ongoing support. This role requires a highly organized, empathetic professional who can effectively communicate with clients, handle sensitive information, and provide strong administrative support for the firms attorneys.

KEY RESPONSIBILITIES:

• Client Intake & Onboarding
• Serve as the initial point of contact for prospective clients, gathering essential information to understand their needs and the nature of their cases.
• Conduct intake assessments to ensure accurate, complete information is gathered to guide the legal process.
• Provide a supportive and confidential experience for clients during initial consultations.
• Client Support & Communication
• Act as a liaison between clients and attorneys, providing timely updates and managing client expectations.
• Maintain regular communication with clients to keep them informed and respond to inquiries, ensuring a smooth experience throughout their case.
• Administrative Duties
• Manage scheduling for attorney-client meetings and court appointments.
• Organize and maintain case files, ensuring accurate documentation and easy access for attorneys.
• Assist with drafting and reviewing basic legal documents and client correspondence.
• Process Optimization
• Identify and suggest improvements for intake and administrative workflows to enhancclient service quality.
• Support in developing resources or materials to streamline client interactions.