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Client Service Coordinator

Pettis Webber Pacific P.S.

Client Service Coordinator

Vancouver, WA
Full Time
Paid
  • Responsibilities

    Our firm needs an exceptional person to provide administrative support to attorneys and staff and serve as a client liaison. We are looking for someone to assist the firm in exceeding new client goals and contributing to firm expansion by being a warm and welcoming voice for our prospective clients seeking assistance through inbound communication and marketing channels. We want a naturally compassionate and empathetic listener, who has a dedication to customer service and a passion for helping those in need. We take pride in providing exceptional service to all of our clients and prospective clients. We want someone who focuses on creating an elevated experience for anyone who calls into the firm and who maintains the utmost level of warmth, authenticity, and professionalism. The Client Service Coordinator (CSC) is responsible for caring and effective interactions that assess the prospective client’s needs, offering measured solutions and/or establishing appointments based upon firm processes. Responsibilities: • Build relationships with our new clients in person and over the telephone • Ensure everyone who contacts the firm for help is better off for their effort, which may occasionally take the form of a referral to an approved referral source or an appropriate government agency, or sharing free resources produced by the firm • Support our team by interviewing potential new clients and arranging an initial consultation upon the determination that the prospective client’s concerns fall within a scope of work the firm is positioned to manage • Prepare potential new clients for the tasks leading up to their initial consultation • Assist with and coordinate marketing seminars, including registration, confirmations, follow-up and reminder calls, classroom preparation, office hours and off-hours event support, and other related duties • Continuously track clients’ projects throughout the intake process, and prompt attorney and team members if follow-up is needed • Answer incoming telephone calls and manage a high volume of incoming, on-hold, parked, and transferred phone traffic • Witness and authenticate signatures as Notary Public Qualifications: • Business attire • Must be able to lift 25 pounds from floor to overhead • Must have a valid driver's license and driving insurance coverage • A current Notary Public license is required (or the ability to obtain one) • High school diploma, some secondary education/training • Prior customer service experience • Ability to work in a fast-paced environment • Ability to relate to and work with the elderly, their families, and caregivers • Knowledge of modern office equipment and efficient computer skills • Excellent interpersonal skills, organizational skills, customer service skills, and verbal communication skills Compensation: $17 hourly

    • Build relationships with our new clients in person and over the telephone • Ensure everyone who contacts the firm for help is better off for their effort, which may occasionally take the form of a referral to an approved referral source or an appropriate government agency, or sharing free resources produced by the firm • Support our team by interviewing potential new clients and arranging an initial consultation upon the determination that the prospective client’s concerns fall within a scope of work the firm is positioned to manage • Prepare potential new clients for the tasks leading up to their initial consultation • Assist with and coordinate marketing seminars, including registration, confirmations, follow-up and reminder calls, classroom preparation, office hours and off-hours event support, and other related duties • Continuously track clients’ projects throughout the intake process, and prompt attorney and team members if follow-up is needed • Answer incoming telephone calls and manage a high volume of incoming, on-hold, parked, and transferred phone traffic • Witness and authenticate signatures as Notary Public