Customer Service Representative

Key Responsibilities

• Conduct proactive outreach to clients to check in on case status, satisfaction, and any emerging concerns before they escalate
• Serve as the first point of contact for client concerns, resolving issues directly when possible
• Route unresolved concerns to the appropriate team (attorney, billing, intake) and track them through to resolution
• Document all client interactions and concern resolutions in HubSpot and provide daily reporting on ticket levels and resolution activities.
• Identify recurring issues or friction points and flag patterns to leadership
• Answer incoming phone calls, screen and direct calls to the appropriate team member, and provide general information as needed.
• Return client phone calls in a timely and professional manner to ensure consistent follow-up and client satisfaction.
• Respond promptly and accurately to client emails to maintain strong communication and client confidence.
• Schedule meetings, and follow-ups between clients and attorneys, ensuring proper coordination of calendars.
• Assist clients during in-office visits, providing hospitality and ensuring a welcoming environment.
• Act as a witness for client document signings, ensuring professionalism and adherence to office procedures.
• Maintain confidentiality in all client communications and documentation.
• Respond to and manage client tickets or service requests submitted through HubSpot.

• Input new cases into Clio and update the Case Assignment spreadsheet.
• Update the assigned Attorneys drive by transferring the clients folder into the team drive.
• Update the clients information in HubSpot with the assigned legal team

• Provide general administrative assistance to office leadership, including personal and business-related tasks, as directed.
• Assist with preparing documents, correspondence, and reports as needed.

• Duties may involve unplanned, situational work outside of the standard scope that the employee should be prepared to step in and provide support as new priorities or urgent needs arise.
  
  
  
  

Skills, Knowledge & Expertise

Required Qualifications

• High school diploma or equivalent.
• 2+ years of experience in client relations, administrative support, or office coordination.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities, with attention to detail.
• Proficiency in Google Workspace or Microsoft Office Suite (Word, Outlook, Excel) and email communication systems.
• Ability to handle multiple priorities and adapt quickly to shifting needs.
• Professional demeanor with a client-first mindset.
• Reliable and dependable with a strong sense of accountability.
• Commitment to maintaining confidentiality and handling sensitive information appropriately.

Preferred Qualifications

• Prior experience working in a law firm, legal services, or professional services environment.
• Familiarity with HubSpot or other CRM/ticketing systems.
• Bilingual (Spanish/English) or multilingual communication skills are a plus.
• Customer service training or certification.
  
  
  
  

Benefits

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

• 8 hour shift
• 40-hour work week
• Weekends as needed, though rare.