Client Acquisition Representative

Job Description

Job Description

Job Summary:

The Client Acquisition Representative serves as a critical first point of connection for prospective clients engaging with Cordell & Cordell. This role is responsible for guiding new client inquiries, building rapport, and securing initial consultations through thoughtful communication and strong appointment-setting skills.

This position plays an important role in supporting the firm's continued growth by helping convert inbound interest into meaningful client relationships. Success in this role requires excellent communication skills, strong organizational ability, comfort working in a fast-paced environment, and a proactive approach to engaging and nurturing prospective clients.

This role will require working in-office initially, with the potential to evolve to hybrid or fully remote over time as skills are established. The position requires working 8-hour shifts, potentially from 10:00am – 7:00pm Central time (department hours are 7:00am – 7:00pm). The role is hourly, with opportunities for overtime and significant monthly performance-based incentives tied to appointment quality, engagement, and contribution to new client development that can reach four figures monthly.

About Lexicon and Cordell & Cordell:

Cordell & Cordell is the nation's largest family law firm, supported by Lexicon, a professional legal services organization providing comprehensive operational and client support.

Together, we are committed to a client-centered approach, delivering a high-quality experience at every stage of the client journey. We invest in people who are passionate about helping others, building trust, and contributing to the growth and success of the firm through meaningful client engagement.

Responsibilities:

• Serve as the first point of contact for prospective clients via phone, chat, and email, delivering a high-touch, professional experience
• Engage and guide new inquiries, helping individuals understand available services and next steps
• Support the firm's growth by helping convert inbound interest into scheduled consultations and new client relationships
• Build rapport and trust with prospective clients through clear, empathetic, and confident communication
• Schedule initial consultations and coordinate availability, ensuring a seamless appointment-setting experience
• Perform conflict checks and ensure accurate intake of client information
• Maintain consistent follow-up and engagement with prospective clients to support ongoing interest and decision-making
• Assist in lead development and nurturing by keeping interactions organized, timely, and responsive
• Handle scheduling challenges with a solution-oriented mindset and professionalism
• Maintain accuracy and completeness of all client and scheduling data across systems
• Contribute to individual and team goals related to appointment volume, engagement quality, and client experience
• Identify and escalate issues that may impact the client experience or indicate broader trends
• Participate in ongoing training to enhance communication, engagement, and client development skills
• Handle sensitive client information with discretion, care, and accuracy
• Other duties as assigned
• Alerts management of issues or concerns that require escalation for complete resolution or which may indicate a larger, underlying problem.
• Updates job knowledge by participating in up-training opportunities.
• Handles sensitive client data with utmost discretion, care, and accuracy.
• Other duties as assigned.

Minimum Requirements:

• High school diploma or general education degree (GED)
• College degree and other certificates are helpful/desired
• Previous experience in business development, contact center, appointment scheduling, Professional services customer service, client engagement, or other high-end service-based environments
• Strong verbal communication skills, especially over the phone
• Ability to build rapport quickly and guide conversations effectively
• Basic computer proficiency, including typing and email communication
• Experience with a CRM (SalesForce) or SmartAdvocate is a plus
• Experience with SharePoint and all MS products is preferred

Core Values:

• Collaboration : We work seamlessly together, leveraging collective strengths to support shared goals and deliver the best outcomes for clients.
• Responsiveness : We act quickly and effectively to meet the needs of current and prospective clients while adapting to changing priorities.
• Culturally Positive : We foster curiosity, critical thinking, and a willingness to challenge the status quo in pursuit of better outcomes.
• Customer Service : We are committed to exceeding expectations by anticipating needs and delivering a consistently high-quality client experience.

Acknowledgement:

The above statements describe the job's essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.

Lexicon Services provides exceptional benefits and a collaborative working environment. As a member of our team, you'll enjoy:

• Industry-Leading Health Coverage : Access to top-tier health, dental, and vision insurance plans, ensuring you and your family stay healthy and protected.
• Financial Security : Enjoy peace of mind with life insurance, as well as both short-term and long-term disability coverage.
• An Investment in Your Future : Our competitive 401(k) plan with company match, helps you plan ahead, with opportunities to build and grow your retirement savings.
• Flexible Spending Options : Take advantage of flexible spending accounts (FSA/HSA) to cover out-of-pocket medical, dental, and childcare expenses with pre-tax dollars.
• And So Much More : From wellness programs to additional perks, we go above and beyond to create a workplace that values and supports you every step of the way.