Client Care Specialist

Job Description

Job Description

At Mason Law & Planning Group, LLC, we believe in fostering a team-oriented and collaborative environment where every individual’s contribution is valued. Here, you’ll be part of a dynamic team that is enthusiastic about the work we do and committed to making a positive impact for our clients. We offer a supportive atmosphere where you can grow both personally and professionally, with opportunities to learn and take on new responsibilities. If you're looking for a workplace that encourages innovation, teamwork, and a sense of fulfillment, this is the place for you. Join us and be part of a team that truly makes a difference!

Position Summary

The Client Care Specialist will assist attorneys and paralegals with client-facing and administrative duties, ensuring smooth operations in the law office. Responsibilities include welcoming clients, managing schedules, organizing data, coordinating meetings and travel, answering phones, and providing excellent customer service.

Requirements

Essential Responsibilities

The Client Care Specialist will be responsible for assisting in the daily management of law firm activities. This will include, but is not limited, to the following:

• Provide administrative assistance to the legal staff in our law office.
• Welcome anyone and everyone who comes into the office or calls with a friendly and inviting personality.
• Track, organize, scan, and file various documents electronically and in physical folders. Upload documents to the database, update records, enter data, and other various administrative tasks as assigned with extreme attention to detail.
• Manage schedules, including coordinating appointments, meetings, and business travel.
• Field leads and help ensure that potential clients meet with the attorneys for initial consultations.
• Attend education seminar events and provide day-of support (set-up, registration, clean-up, etc.).
• Assistance with post-event summaries, attendee follow-up, and acquisition of potential clients.
• Field calls from current clients with questions or concerns, help when possible, and direct them to the appropriate legal staff for advice when needed.
• Maintain the public areas of the office (front desk, signing rooms, and conference rooms) ensuring they remain clean and tidy. Duties are to include, but are not limited to, trash collection, wiping down surfaces, and supply organization.
• Contribute to the team effort by accomplishing related tasks as needed.
• Assess the urgency of situations and determine appropriate actions, monitor status of pending items, provide follow up and keep management informed by communicating a wide variety of information.
• Maintain and utilize legal and data management systems. Work with confidential records.

Other duties

Team members must undertake whatever duties are necessary in order to fulfill the business needs. This may involve providing support to other functional areas of the Company. Attorneys, paralegals, and administrative staff all work together for the firm and for the benefit of its clients. In a small law office such as ours, everyone is required from time to time to “pitch in” and help others when workloads so demand.

Travel Requirements

Occasional travel within the great Colorado Springs area is required for events and potential community engagements.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long Term Disability
• Training & Development
• Wellness Resources