Job Description

Established statewide estate planning and elder law firm seeks a qualified Client Service Representative (CSR). The CSR is the front line of support for our clients and their families. Superior communication skills, professionalism, empathy, compassion, problem solving, reliability and an excellent work ethic are key.

Responsibilities:

Greet clients and potential clients in a professional and welcoming manner Answer, screen and direct phone calls to the appropriate individual to meet the caller's needs or questions Answer general questions about the firm, the firm's services and strategies Communicate clearly and professionally in writing and on the phone Schedule client meetings Enter client data and contact notes accurately and in a timely manner Follow-up with potential clients who attended seminars to answer basic questions, schedule them and provide directions Keep the premises neat and orderly Assure the smooth flow of clients and staff in meeting appointment times
The successful candidate will receive training regarding legal concepts, the firm's services and the applications that are unique to our office. The following skills and attributes are required:

Excellent computer skills including spreadsheets, word processing and social media Experience answering the phone in a client service role Ability to work well with others, a team player Willingness to go the extra mile for our clients and their families College degree preferred not required
Job Type: Full-time

Pay: $18.00 - $19.00 per hour

Benefits:

401(k) 401(k) matching Paid time off
Education:

Associate (Preferred)
Experience:

Customer service: 1 year (Required)
Ability to Commute:

Centerburg, OH 43011 (Required)
Ability to Relocate:

Centerburg, OH 43011: Relocate before starting work (Required)
Work Location: In person