Customer Service Representative

Complete Legal; Kansas City (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Complete Legal is seeking a Customer Service Representative in Kansas City, MO to partner with the sales team and ensure clients are satisfied with the products and services they have received. The CSR role focuses on supporting clients and the sales team to add value and maintain quality.

You will onboard new clients, help them understand the full suite of company products, programs, and services, and act as the main contact for client access to our services.

Qualifications

• Demonstrated ability or high aptitude to learn to sell through delivering service.
• Must be able to develop relationships with our clients and identify sales opportunities.
• Ability to provide comfort and add value to each interaction with repeat and new customers within firms.
• Knowledge of or willingness to learn Salesforce for daily schedule management and capturing client data.
• Support both Senior Account Managers and Account Managers where needed.
• Work as part of a team while growing as an individual contributor.
• Ability to clearly communicate through all forms of communication, including written.
• Proactively maintaining communication channels with clients via phone, email, or face‑to‑face meetings.
• Onboarding new clients to help them understand the full suite of company products, programs, and services.
• Acting as the point of contact for clients to access our services.
• Be able to demonstrate the ability to excel at multi‑tasking, prioritizing, and managing your time efficiently and effectively.

Responsibilities

• Partner with the sales team to ensure clients are satisfied with the products and services they have received.
• The CSR is a client‑facing role that helps build long‑lasting relationships.
• Support clients and the sales team to add value and ensure quality.

Job description

Position Overview

As a Customer Service Representative, you will partner with the sales team to ensure clients are satisfied with the products and services they have received. A CSR is responsible for supporting our clients and the sales team to add value and ensure quality. The CSR is a client‑facing role that helps build long‑lasting relationships.

Experience, Qualifications, and Requirements

• Demonstrated ability or high aptitude to learn to sell through delivering service.
• Must be able to develop relationships with our clients and identify sales opportunities.
• Ability to provide comfort and add value to each interaction with repeat and new customers within firms.
• Knowledge of or willingness to learn Salesforce for daily schedule management and capturing client data.
• Support both Senior Account Managers and Account Managers where needed.
• Work as part of a team while growing as an individual contributor.
• Ability to clearly communicate through all forms of communication, including written.
• Proactively maintaining communication channels with clients via phone, email, or face‑to‑face meetings.
• Onboarding new clients to help them understand the full suite of company products, programs, and services.
• Acting as the point of contact for clients to access our services.
• Be able to demonstrate the ability to excel at multi‑tasking, prioritizing, and managing your time efficiently and effectively.

Preferred Skillset

• Ability to work independently and as part of a team.
• Excellent organizational and time management skills.
• Excellent interpersonal, oral, and written communication skills.
• Experience writing and delivering communications to other departments.
• Ability to work with little supervision and to take initiative.
• Strong attention to detail.
• Ability to build long‑lasting and meaningful relationships with clients.
• Analytical skills and ability to work with large data sets.

Physical Demands

• Ability to lift and move up to 35 pounds of document boxes.

License/Certification

Driver’s license (Required).