Client Relations Specialist

Client Relation Specialist Responsibilities:

• Build and maintain relationships with current and prospective clients through regular communications such as phone calls, emails, and in-person meetings.
• Receive and respond to internal and external client requests within established timelines while working closely with internal departments to identify solutions to issues as they arise or as requested by the client.
• Prepare daily, weekly, and monthly reports which contain various information.
• Schedule, take notes, and attend all round tables for cases.
• Responsible for the movement of an assigned case and closures of cases completed in a timely manner and performed according to all client requirements.
• Investigate and resolve client exceptions including disputes, complaints, answers, and counterclaims, ensuring responses to and from the clients are handled in accordance with client requirements.
• Respond to client requests regarding status of case(s) and their portfolio.
• Proactively work to expeditiously resolve exceptions regarding the client’s cases as they arise.
• Represent the firm on assigned client calls and be able to speak knowledgeably as to the client’s requirements regarding reporting and the status of cases.
• Identify process improvements and recommend necessary changes to better the firm.
• Build and cultivate professional client and internal relationships.
• Participate in marketing and business development activities aimed at increasing the firm's visibility and expanding its client base.
• Other duties as assigned.

Client Relation Specialist Qualifications:

• Associate of Science or higher education.
• At least 3-5 years of experience in client relations, customer service, or a related field.
• Excellent communication and interpersonal skills, with a track record of building and maintaining strong relationships with clients and colleagues.
• Proven ability to work effectively both independently and as part of a team.
• Strong problem-solving and critical thinking skills, with the ability to identify issues, make recommendations, and implement solutions.
• Demonstrated organizational skills, with the ability to manage multiple projects and priorities simultaneously.
• Excellent communication skills writing and verbal.
• Previous experience in the legal industry preferred.
• Advanced knowledge of Microsoft Office Suite including Word, Outlook, and Excel.

Come and join a supportive, team-centered firm where success and growth are cultivated and celebrated!