Client Relations Specialist

Gilbert Law PLLC · United States

We're looking for a sophisticated, enthusiastic, highly motivated individual with sales and marketing experience who enjoys working with high-net-worth individuals and professionals in a legal environment. If you have a background in sales or marketing, can handle a high volume of client leads and track relationships, are a good communicator, and enjoy client interaction, this position is for you! We are seeking a positive, outgoing, and confident person who enjoys working in a fast-paced professional work environment. Compensation: $45,000 - $55,000 per year Responsibilities:

• Maintain customer accounts and update with new account information as needed
• Interact with the sales lead to maintain and improve service and product knowledge
• Follow scripts when managing challenging customer issues and escalate to the appropriate party when needed
• Reply to incoming calls from customers including products and service questions, general information, and complaints
• Build partnerships with community business owners, including financial planners, CPAs, and insurance agents.
• Attend networking events to market Gilbert Law services.
• Re-engage potential clients who cancelled or postponed meetings.
• Assist clients and financial advisors with funding investments to trusts.
• Work with the legal team to ensure client files are moving through the process smoothly and efficiently.
• Work with the partner attorney to ensure the systems are efficient and provide a positive client experience.

• Display strong communication skills, active listening skills, and personal skills
• Experience working in a customer-oriented atmosphere
• Bachelor's Degree Required.
• Personal Transportation Required.
• High-energy, Self-Motivated, and Driven to Succeed.