Client Relations Specialist

Gilbert-Law-Pllc; White Bear Lake (MN); On-site; USD 45,000 - 55,000; Full time

Job summary

Gilbert Law PLLC in White Bear Lake, Minnesota, seeks a polished Client Relations Specialist with sales and marketing experience to engage high-net-worth individuals and professionals in a legal setting. You will manage inquiries, nurture leads, and deliver exceptional client service in a fast-paced environment.

This role emphasizes strong communication, relationship building, and a proactive approach to grow client accounts and coordinate with the legal and financial teams to move matters

Qualifications

• Display strong communication and active listening skills.
• Experience in a customer-oriented atmosphere.
• Bachelor's Degree is required.

Responsibilities

• Maintain customer accounts and update with new account information as needed
• Interact with the sales lead to maintain and improve service and product knowledge
• Follow scripts when managing challenging customer issues and elevate to the appropriate party when needed
• Reply to incoming calls from customers including products and service questions, general information, and complaints
• Build partnerships with community business owners, including financial planners, CPAs, and insurance agents.
• Attend networking events to market Gilbert Law services.
• Re-engage potential clients who cancelled or postponed meetings.
• Assist clients and financial advisors with funding investments to trusts.
• Work with the legal team to ensure client files are moving through the process smoothly and efficiently.
• Work with the partner attorney to ensure the systems are efficient and provide a positive client experience.

Job description

Client Relations Specialist

Gilbert Law PLLC | White Bear Lake, Minnesota, United States

About this position

We’re looking for a sophisticated, enthusiastic, highly motivated individual with sales and marketing experience who enjoys working with high-net-worth individuals and professionals in a legal environment. If you have a background in sales or marketing, can handle a high volume of client leads and track relationships, are a good communicator, and enjoy client interaction, this position is for you! We are seeking a positive, outgoing, and confident person who enjoys working in a fast-paced professional work environment.

Compensation

$45,000 - $55,000 per year

Responsibilities

• Maintain customer accounts and update with new account information as needed
• Interact with the sales lead to maintain and improve service and product knowledge
• Follow scripts when managing challenging customer issues and elevate to the appropriate party when needed
• Reply to incoming calls from customers including products and service questions, general information, and complaints
• Build partnerships with community business owners, including financial planners, CPAs, and insurance agents.
• Attend networking events to market Gilbert Law services.
• Re-engage potential clients who cancelled or postponed meetings.
• Assist clients and financial advisors with funding investments to trusts.
• Work with the legal team to ensure client files are moving through the process smoothly and efficiently.
• Work with the partner attorney to ensure the systems are efficient and provide a positive client experience.

Qualifications

• Display strong communication skills, active listening skills, and personal skills
• Experience working in a customer-oriented atmosphere
• Bachelor's Degree Required.
• Personal Transportation Required.
• High-energy, Self-Motivated, and Driven to Succeed.

About Company

We are a growing law firm based in White Bear Lake with a satellite office in Roseville. We provide estate planning and business law services for families and business owners in the Twin Cities and Duluth, MN area.

Gilbert Law is a boutique law firm with two attorneys and three support staff. We are growing and expanding quickly. We enjoy leveraging technology and software to streamline efficiency and to enhance the client experience. Please see our website: www.gilbertlawpllc.com.