Client Success & Networking Lead — Legal Services

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

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