Client Service Specialist

Job Description

Job Description

Salary : $20 - $22 per hour

Are you a multi-talented English and Spanish-speaker who likes to wear many hats, enjoys customer service, and wants to make a difference in peoples' lives? This is an incredible opportunity to connect potential clients with our unique firm, and to stretch your skills and gain experience providing support to different departments throughout the business.

Position Summary

The Client Service Associate serves as the Operations Department's utility player while also being Client Acquisition's first point of contact for potential clients. This position is responsible for evaluating and scheduling potential new clients (PNCs) over the phone. As first contact, this position sets the standard for all other interactions clients will have as they move forward with us. We are especially looking to expand services to the Spanish-speaking community, so we will prioritize applicants who are proficient / fluent in Spanish.

Essential Duties & Responsibilities

• Provide excellent customer service by establishing and maintaining a true human connection with every potential client by phone and occasionally in person.
• Follow scripts and procedures consistently to ensure an excellent client experience.
• Use company guidelines to screen PNCs, gather pertinent information about their cases, schedule intake phone calls with the Client Intake Team, and accept payments as needed.
• Enter PNC contact and information data into our database, including detailed notes in CRM documenting all communication with the prospective new client before, during, and after contact with them.
• Refer out potential clients who do not meet RDFs intake criteria in a compassionate manner.
• Perform various administrative and clerical tasks including daily office management, marketing support, and projects as requested by Operations, HR, Finance, and Legal.
• Other related duties as required and assigned.

Required Skills and Abilities

Education and Experience