Client Services Specialist

Boatman Ricci; Naples (FL); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

Health insurance (partial firm-paid)

Dental & vision insurance (employer -

PTO + sabbatical days

Education & development support

Family-friendly firm culture

Job summary

Boatman Ricci in Naples seeks a Client Services Specialist for our front-of-house, client-facing role that serves as the first contact for clients, visitors, and callers, delivering professionalism, warmth, and efficiency.

This full-time position runs Monday–Thursday 8:30 AM–5:00 PM and Friday 8:30 AM–3:30 PM with a one-hour lunch. We offer health and dental/vision coverage, PTO with sabbatical days, education support, and a supportive, growing firm culture.

Qualifications

• Professional, warm, and composed demeanor
• Strong communication skills on phone and in person
• Detail oriented, organized, dependable, able to multitask
• Willingness to learn new software and systems; MS Office or scheduling tools a plus
• Discreet with confidential client and firm information
• Genuine interest in the legal industry and willingness to grow
• No prior legal experience required; training provided

Responsibilities

• Answer, screen, and direct all incoming calls promptly and professionally
• Greet clients and visitors; notify appropriate personnel
• Assist with client payments over the phone via LawPay
• Assist with Potential New Client payments over the phone via LawPay and relay confirmations
• Collect Potential New Client information and pass to the Client Experience Associate
• Monitor and respond to general email inboxes and Slack directives
• Set up and maintain the conference room for in-person meetings; coordinate Zoom for virtual meetings
• Review the calendar daily for meetings or appointments
• Assist with calendar maintenance and scheduling as needed
• Check, sort, and distribute incoming mail daily
• File correspondence and documents in appropriate locations
• Maintain and update the vault list with client documents
• Place product orders for the firm; maintain office and kitchen supplies

Skills

Communication skills

Organizational skills

Customer service

Discretion

Tools

Microsoft Office

Scheduling tools

Job description

Boatman Ricci is seeking a Client Services Specialist for our Naples office. This is a front-of-house, client-facing role that serves as the first point of contact for clients, visitors, and callers. You will be the foundation of the firm's client experience — ensuring every person who walks through our door or reaches us by phone is met with professionalism, warmth, and efficiency.

We welcome applicants at all experience levels. Whether you are entering the professional world for the first time, looking to transition into a legal environment, or bringing prior office experience with you — if you are eager to learn, take ownership of your role, and grow with a firm that invests in its people, we want to hear from you.

This is a full-time position with a schedule of Monday through Thursday 8:30 AM–5:00 PM and Friday 8:30 AM–3:30 PM, with a one-hour lunch each day.

What You'll Do

• Answer, screen, and direct all incoming calls promptly and professionally.
• Greet clients and visitors upon arrival; notify appropriate personnel.
• Assist with client payments over the phone via LawPay.
• Assist with Potential New Client payments over the phone via LawPay; communicate payment confirmation to the Client Experience Associate.
• Collect Potential New Client information and pass to the Client Experience Associate.
• Monitor and respond to general email inboxes and Slack directives.
• Set up and maintain the conference room for in-person meetings; coordinate Zoom for virtual meetings.
• Review the calendar daily for meetings or appointments.
• Assist with calendar maintenance and scheduling as needed.
• Check, sort, and distribute incoming mail daily.
• File correspondence and documents — physical and digital — in the appropriate locations.
• Maintain and update the vault list with client documents.
• Place product orders for the firm; maintain office and kitchen supplies.

What We're Looking For

• A professional, warm, and composed demeanor; you are the first impression of the firm.
• Strong communication skills, both on the phone and in person.
• Detail Oriented, organized, dependable, and able to manage multiple tasks.
• Comfortable learning new software and systems; prior experience with Microsoft Office or scheduling tools is a plus.
• Discreet with confidential client and firm information.
• A genuine interest in the legal industry and a willingness to learn and grow.
• No prior legal experience required, it is a plus — we will train the right person.

Why Boatman Ricci

• Health insurance (partially firm-paid), 100% employer-paid dental/vision.
• PTO plus 4 annual sabbatical days, concierge doctor access, employee care fund.
• Firm-supported continuing education and professional development.
• Family-oriented, faith-driven firm culture with real growth pathways.

Compensation: $17–$22/hour, commensurate with experience.