Client Experience Associate
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Job Location:
Burlington, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
Client Experience Associate (Legal Office)
Location:Remote
Job Type:Full-Time MondayFriday 8:00 AM4:30 PM
Compensation:$23/hour (based on experience) Benefits
About Us
We are a fast-growing law firm with offices in Burlington and Green Bay WI. Our culture is our greatest asset collaborative supportive and filled with team members who enjoy working together and often socialize outside the office. Were looking for a dedicated team player to join our dynamic intake and administrative support team.
Position Summary
The Client Intake & Administrative Assistant is the first point of contact for all new and returning clients. This role is critical in ensuring client information is handled with precision follow-ups are timely and files are processed accurately. Youll report directly to our Client Experience Manager and play a key role in keeping our operations smooth and professional.
Key Responsibilities
- Greet clients and notify the legal team upon arrival
- Manage and follow up with all new leads via phone and email
- Enter client information into Lead dashboards accurately and promptly
- Schedule case evaluations with our Client Experience Manager
- Send track and follow up on retainer agreements and credit card authorization forms
- Process payments and open files in Clio Manage
- Send welcome letters and assign tasks post-retention
- Maintain a high level of accuracy in all data entry and conflict checks
- Open and organize physical case files as needed
- Collaborate and adapt to changing priorities and responsibilities as the firm grows
Ideal Candidate
- Extreme attention to detail
- Strong written and verbal communication skills
- Comfortable working in a fast-paced evolving environment
- Friendly and professional demeanor
- Technologically proficient and quick to learn new platforms
- Prior legal or administrative experiencepreferred but not required
How To Apply:
Interested candidates are invited to send a resume outlining their qualifications
Candidates must also call listen to the recording and leave a message.Applicants that skip this step will NOT be considered.
Job Type: Full-time
Pay: $23.00 per hour (Negotiable)
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
- Remote
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
