Client Relations Specialist
Law Office of Susan A. Katzen
Newport Beach, CA US
Posted ago
Law Office of Susan A. Katzen

  • Do you enjoy providing clients with an exemplary customer service experience – and understand the importance of doing so?
  • Can you be described as a welcoming, empathetic people person who is driven by making someone’s day better and helping people?
  • Have you been told that your communication skills are impeccable?

If you answered a resounding “Yes!” to all of the above and are looking to join a fast‑paced, positive team environment, then look no further. Our law firm is looking for an all-star Client Concierge who is a team player, computer savvy, and a quick learner with strong administrative skills to be our Ambassador of First Impressions.
 
We see our clients and prospective new clients as human beings, not as cases or matters. They are real people with real lives, loved ones in need, careers, relationships, and businesses that require more than just a legal solution. Clients are often scared, intimidated, and confused by the legal process. They often find comfort knowing that someone at the Firm is staying on top of the status of their important legal matter and that they can always call and reach someone at the Firm who will listen to them and see to it that their questions are answered. 

This position offers a respectful team culture, opportunities for professional development, opportunities for performance-based increases, and benefits.

Hours:                 For full-time position (9:00 a.m. – 5:30 p.m., Monday to Friday)
Compensation:   $14-$18/hour, commensurate with experience
Start date:            Immediate

Responsibilities

Among being able to address clients’ general questions and provide status updates as necessary, the Client Concierge will take an initial phone call and obtain the pertinent facts and information necessary for the attorneys to determine the substantive course of action. Once it has been determined that the call is a viable prospective client, the Client Concierge will gather the documentation and information necessary to prepare a complete client file. The Client Concierge will typically reach out to the client about a week after the engagement has begun to be sure the client does not have any unanswered questions, to be sure the client feels cared about and isn’t confused about the process, and to encourage the client to feel good about asking questions.

In this role, you will take control of the front-end client experience by being the Firm’s first point of contact. Ideally, you will have some legal experience, but we are willing to train the right service-minded administrative professional. The most important qualities you can possess are a great attitude, the ability to learn quickly, and a sincere desire to care for our potential and existing clients.

Your basic responsibilities:

  • Answer phones and welcome in-person guests
  • Schedule appointments and manage calendars
  • Communicate with potential and existing clients by phone, in person, and by email
  • Assist with the preparation of legal documents and client communications
  • Back up team members when they need a hand
  • Maintain strict legal practice and client confidentiality
  • Maintain paper and electronic case files
  • Receive and process daily mail
  • Perform basic administrative tasks

Qualifications

If the following describes you, then YOU may be the person we are looking for:

  • Understand the importance of greeting all potential and existing clients with a warm, friendly welcome
  • Skilled at communicating with people by phone, in person, and by email
  • A relationship-builder who is comfortable interacting with different types of personalities and all levels of authority
  • Eager to learn new tasks and computer systems
  • Value doing it right the first time and always proofread and double-check your work
  • Understand how to handle confidential information
  • Appreciate praise and welcome constructive feedback because you’re committed to continual growth
  • Genuinely care about people and want to deliver an experience that turns our clients into raving fans

These qualifications are non-negotiable:

  • Available to work and be in the office Monday – Friday, 9:00 a.m. – 5:30 p.m.
  • Have strong administrative skills
  • Have a strong attention to detail
  • Computer savvy and comfortable working with various computer programs, databases, and systems
  • Reliable, trustworthy, and drama-free
  • You don’t think making coffee or getting our guests a beverage is beneath you
  • Positive, high-energy team player
  • You care about your job and want to continue your professional development
  • Must be verbally fluent in English and Spanish

Compensation
$14 - $18 per hour
About Law Office of Susan A. Katzen

We provide exceptional personalized legal services and peace of mind that empowers our clients to plan for and protect the two most important things in their lives: the people they love—especially those loved ones with a disability—and the assets they possess in order to ensure family harmony. We practice exclusively in the areas of estate planning, special needs planning, trust administration, settlement planning, administration of settlement trusts, probate, and conservatorships.


We do good work and take great satisfaction in helping others make plans for the future and protect their loved ones. We want to be profitable as well. We want to have a good life and we want to pursue our hopes and dreams and help you pursue yours. We also care about our work team and we are very dedicated to maintaining a positive and upbeat work environment.

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