Client Success & Accounts Specialist (Legal Services)

Law Office of Bryan Fagan; Dickinson (TX); Sur place; USD 52 000 - 78 000; Plein temps

Avantages offerts par ce poste

401K - with matching up to 5%

Medical Insurance

Dental insurance

Health insurance

Vision insurance

Life Insurance

Long & Short Term Disability Insurance

Résumé du poste

The Law Office of Bryan Fagan is seeking an Account Representative to manage existing client relationships across family, estate planning, probate, and criminal matters. You will serve as the primary liaison, ensure contract compliance, financial transparency, and proactive communication through platforms like Clio and Google Sheets.

Ideal candidates have 2+ years in customer service or account management, strong written and verbal skills, and proficiency with CRM and Excel.

Qualifications

• 2+ years of experience in customer service, client success, or account management (preferably legal/financial or professional services)
• Strong verbal and written communication across phone, email, and text platforms
• Proficient in CRM tools including Clio and Google Sheets

Responsabilités

• Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
• Build and maintain strong relationships with clients by offering support, solutions, and timely updates.
• Conduct scheduled check-ins to assess client satisfaction and address concerns proactively.
• Meet with clients at designated stages of their case to ensure transparency, preparedness, and understanding of both legal and financial expectations.

Connaissances

Communication skills

Time management

Customer service

Outils

Clio

Google Sheets

CRM systems

Internal case management

Excel

Description du poste

The Law Office of Bryan Fagan is seeking an Account Representative to manage existing client relationships across family, estate planning, probate, and criminal matters. You will serve as the primary liaison, ensure contract compliance, financial transparency, and proactive communication through platforms like Clio and Google Sheets.

Ideal candidates have 2+ years in customer service or account management, strong written and verbal skills, and proficiency with CRM and Excel.