Client Care Specialist

Cromwell & Associates, LLC; Mobile (AL); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

Job summary

Cromwell & Associates, LLC is seeking a Client Care Specialist to serve as the friendly first point of contact for clients and visitors. You will provide administrative support, manage calls, calendar, and basic marketing tasks, contributing to a smooth, professional office environment.

The ideal candidate has strong communication and organizational skills, plus prior office and customer service experience.

Qualifications

• Professional demeanor and positive dynamic personality
• Strong moral/ethical principles and a desire to help people
• Ability to maintain confidentiality and work independently
• Experience in office environment and customer service preferred
• Experience with high telephone call volume is a plus

Responsibilities

• Greet and assist visitors and callers
• Manage reception area and conference rooms
• Answer incoming calls and manage the office calendar
• Prepare correspondence and follow up with clients
• Assist with file opening and filing
• Support marketing activities as needed
• Occasional travel as required

Skills

Verbal & written communication

Telephone etiquette

Time management

Customer service

Office collaboration

Education

Bachelor's degree

Tools

MS Office Suite (Word & Excel)

CLIO

Constant Contact

Job description

At Cromwell & Associates , we flourish when our people flourish. We are currently seeking a Client Care Specialist as a supporting force that empowers our team. A Client Care Specialist exhibits a warm and professional impression to all visitors and callers while providing administrative support within the office.

The ideal person for the position is a proactive problem-solver with outstanding communication skills, a strong desire to help people and meticulous attention to detail. This person will also have previous experience working in an office environment, providing customer service, carrying out administrative tasks and providing team support.

Cromwell & Associates is a nontraditional law firm providing legal counsel primarily in estate and business planning. The majority of our firm’s Clients are along the central Gulf Coast from Biloxi, Mississippi to Panama City, Florida with matters both domestic and international.

Our Values

• Developing a deep understanding of our Clients wishes;
• Nurturing a culture of family with each other and our Clients;
• Providing employees with a rewarding environment that encourages ideas and use of talents;
• Showing true compassion for others in all aspects of our lives;
• Respecting and valuing the sanctity of life from conception to natural death;
• Promoting the highest moral values in all endeavors; and
• Striving to provide an unmatched level of compassion and care in all that we do.

Objectives of this Role

• Become the positive first impression of the firm
• Excellent customer service and outstanding communication skills
• Manage phone system, routing calls as appropriate
• Manage office calendar and schedule meetings
• Maintain orderly appearance of all public areas
• Perform administrative task to support daily operations
• Assist with marketing activities, including follow up calls and correspondence

Daily and Monthly Responsibilities

• Greet and interact with all visitors and callers
• Manage reception area and conference rooms for meetings
• Answering incoming phone calls abd managing office calendar
• Assist as needed with projects, matters and plans
• Preparation of correspondence and note cards and managing client follow-up
• Assist in file opening process and file management
• Some travel as needed
• Demonstrate firm mission and values in all interactions
• Assist with marketing activities and customer service

Required Characteristics

• Professional demeanor and positive dynamic personality
• Strong moral/ethical principles and a strong desire to help people
• Ability to confidently interact with Clients, advisors and institutions
• Ability to maintain confidentiality and work independently
• Enjoys problem solving and enjoys a challenge
• Willingness to learn new systems, terminology and technology
• Team player who is flexible and adaptable

Required Skills

• Superb verbal and written communication skills – ability to assist in proof-reading work and to write a professional email and other correspondence
• Excellent telephone/meeting etiquette and customer service skills
• Strong organization and time-management skills with the ability to coordinate and organize multiple projects at the same time
• Proficient in MS Office Suite (especially Word and Excel)
• CLIO software and Constant Contact a plus
• Able to identify and communicate where systems and processes can be improved

Preferred Education and Experience

• Experience in customer service or hospitality
• Experience with high telephone call volume
• Involvement in a club, team sport, or social activities, a plus
• 1 to 3 years in an office environment; HOWEVER, if you do not have office experience but have the computer knowledge and ability to provide excellent customer service we welcome your application as we can provide training and support.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 3 years (Preferred)
• Assistant receptionist: 3 years (Preferred)