Client Relations Specialist
$45k - $55kGilbert Law PLLC
We're looking for a sophisticated, enthusiastic, highly motivated individual with sales and marketing experience who enjoys working with high-net-worth individuals and professionals in a legal environment. If you have a background in sales or marketing, can handle a high volume of client leads and track relationships, are a good communicator, and enjoy client interaction, this position is for you! We are seeking a positive, outgoing, and confident person who enjoys working in a fast-paced professional work environment. Compensation: $45,000 - $55,000 per year Responsibilities:
- Maintain customer accounts and update with new account information as needed
- Interact with the sales lead to maintain and improve service and product knowledge
- Follow scripts when managing challenging customer issues and escalate to the appropriate party when needed
- Reply to incoming calls from customers including products and service questions, general information, and complaints
- Build partnerships with community business owners, including financial planners, CPAs, and insurance agents.
- Attend networking events to market Gilbert Law services.
- Re-engage potential clients who cancelled or postponed meetings.
- Assist clients and financial advisors with funding investments to trusts.
- Work with the legal team to ensure client files are moving through the process smoothly and efficiently.
- Work with the partner attorney to ensure the systems are efficient and provide a positive client experience.
- Display strong communication skills, active listening skills, and personal skills
- Experience working in a customer-oriented atmosphere
- Bachelor's Degree Required.
- Personal Transportation Required.
- High-energy, Self-Motivated, and Driven to Succeed.
Vacancy posted 3 days ago
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