Client Experience Associate - Legal Services

The Stewart Law Practice, PC; Alpharetta (GA); On-site; USD 40,000 - 60,000; Full time

Job summary

The Stewart Law Practice, PC is a boutique law firm in Alpharetta, GA, focusing on Estate Planning, Probate, and Elder Law. The Client Services Associate is a full-time, on-site role based in Alpharetta, GA.

You will be the primary contact for clients, manage calls and emails, and schedule consultations, signing, and funding appointments, while ensuring timely follow-up on inquiries. You will greet clients, maintain client records, coordinate with attorneys and staff, and assist with basic

Qualifications

• Strong oral and written customer service skills, with professionalism and client satisfaction.
• Experience in customer support and managing client inquiries, follow-ups, and issue resolution.
• Excellent communication skills, including clear verbal and written communication and active listening.
• Basic understanding of Finance, including comfort with discussing fees, billing, invoicing, and payment processing.
• Highly organized with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment.
• Proficiency with common office software and the ability to learn legal practice management systems.
• Prior experience in a law firm, professional services, or client-facing office environment required.
• High school diploma required; associate or bachelor’s degree in a related field is a plus.

Responsibilities

• Greet clients and manage reception responsibilities to ensure a welcoming environment.
• Serve as primary contact for clients, handling incoming calls and emails promptly.
• Schedule consultations, signing, and funding appointments and ensure timely follow‑ups.
• Maintain client records and coordinate with attorneys and staff to support case progression.
• Prepare basic client communications and documentation and assist with billing inquiries.
• Support streamlined office processes to improve efficiency and client satisfaction.

Skills

Customer service

Communication

Organization

Multi-tasking

Learning legal software

Education

High school diploma; associate or bachelor’s degree preferred

Tools

Office software

Job description

The Stewart Law Practice, PC is a boutique law firm in Alpharetta, GA, focusing on Estate Planning, Probate, and Elder Law. The Client Services Associate is a full-time, on-site role based in Alpharetta, GA.

You will be the primary contact for clients, manage calls and emails, and schedule consultations, signing, and funding appointments, while ensuring timely follow-up on inquiries. You will greet clients, maintain client records, coordinate with attorneys and staff, and assist with basic