Client Services Specialist
VM Gokea Law Group PLLC
Southampton, NY US
Posted ago
VM Gokea Law Group PLLC
Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!
Responsibilities
  • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
  • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
  • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
Qualifications
  • Sales or customer service experience highly valued
  • Proficiency with Microsoft Office products, especially Microsoft Excel
  • Strong computer and data entry skills
  • Previous experience with CRM and case management software desired
  • High school diploma or equivalent needed, while a Bachelor’s degree is desired

  • Knowledge of Clio is desirable

Compensation
$52,000 plus bonus based on performance
About VM Gokea Law Group PLLC

VM Gokea - The Inheritance Lawyer is a fast growing law firm with offices in Manhattan and Southampton, NY, helping families protect their kids and their assets before it's too late. We create Wills, Trusts, we represent families in Elder Law matters and Probate when a loved one passes away.

Our law firm functions based on policies and procedures with clear parameters for each position and many opportunities for growth. We are looking for team members who work well in a collegial, fast paced environment ready to learn and grow with our firm.

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.