Client Care Specialist

Position: Client Care Specialist

Company: The Legacy Lawyers, P.C.

Culture: “America First Patriots”

Compensation: $19.19/Hour (Full Time)

Location: Tyler TX Office (No Remote)

Hours: Monday – Friday, 10:00 AM to 7:00 PM

We see every day as one more chance to create a lifelong difference in the lives of our clients. We are a fast-growing high-conflict estate, trust, and conservatorship litigation law firm based in California. We believe in leading through our values centered on God, Family, and Country.

We believe in building relationships, getting stuff done, brightening each other’s workspaces, integrity, and serving our clients with the best care and dedication possible while maintaining our own personal sense of honor, dignity, and pride in our work.

As a Client Care Specialist, you are an important point of contact between the firm and its clients. You will manage our “MyCase” client portal platform. You will help onboard, guide and offboard our clients. You will also handle client service-related inquiries by phone, email, and traditional mail. All while maintaining client records, addressing client inquiries, and providing technical support and assistance.

Your Essential Duties and Responsibilities

• Ensure a positive and professional client-based service experience
• Onboard and offboard clients onto the MyCase Client Portal
• Teach clients to use the MyCase Client Portal
• Build positive relationships by checking in regularly with clients and following up on active processes
• Identify potential client service concerns and facilitate proactive and intervening steps
• Handle client inquiries by explaining policies and step-by-step procedures in a manner that is well-received
• Resolve client complaints, or direct them to relevant departments in a timely manner
• Manage the firm’s reputation management system
• Remind and prepare clients for upcoming hearings
• Recommend service improvements based on client feedback
• Data entry
• Oversee biweekly invoices and statements
• Receive, process, and record payments and refunds
• Coordinate with other departments on client care-related matters

Qualifications

• High school diploma or GED (A.A. degree or higher preferred)
• Ability to work independently and as a part of a team
• Self-motivated, highly organized, and detail-oriented
• Strong verbal and written communication skills
• Ability to multitask and meet deadlines in a fast-paced office environment
• Computer skills including proficiency in Google Suite
• Excellent interpersonal skills
• Pleasant, upbeat, and engaging personality
• Exceptional ability to provide professional, efficient, and friendly client care services
• Advanced ability to provide technical support over the telephone, resolve issues, and recommend improvements
• Open and close cases

Benefits

• Gold-level medical, dental, and vision insurance
• Life insurance
• Simple IRA retirement plan (firm matches your contribution up to 3% of your salary)
• 10 days paid vacation
• 7 paid holidays
• 3 paid sick days