Client Service Assistant – Remote

Job Description

JOB  DETAILS

We are looking for someone who is:

• Humble — You lack excessive ego and are more interested in the success of our clients and the team than in personal spotlight. You readily share credit, appreciate the contributions of colleagues, admit when you don’t know something, and are genuinely open to feedback and learning from others. You put the needs of the client and the firm above self-interest.
• Self-coordinated — You have a strong, self-driven work ethic and a genuine desire to do excellent work. As the role is fully work from home, self-motivation is key. You learn quickly and comprehend easily, never hesitate to reference available guides and training tools, and take instruction without ego. You can manage multiple calendars and schedule appointments with common sense and efficiency.
• People Smart — You love helping clients and excel at call-handling. You have high emotional intelligence and a talent for adapting to different personalities. You’re a strong verbal and written communicator, quick to pick up the phone, and handle sensitive conversations with tact and empathy. You work collaboratively and contribute positively to our team dynamic.

Key aspects of the role:

• Customer service – Take initial enquiries by phone and email, follow-up leads, and onboard clients. This involves:
  • Being new clients’ first point of contact with the firm
  • Outlining our process
  • Taking general details
  • Scheduling appointments for legal staff
  • Sending new clients their onboarding documents (by email, sometimes post)
  • Setting up new leads in our practice management software Smokeball
  • Additional client contact as required

• Appointment setting and scheduling – You will be the firm’s primary call-handler and manage the legal staff’s calendars. You will schedule appointments logically, taking into consideration time requirements and appointment locations. Familiarity with Greater Brisbane, Gold Coast and Sunshine Coast areas, as well as navigation tools like Google Maps, is ideal.
• Initial documents and lead/matter set-up – You will prepare costs agreements and pre-appointment correspondence. You will create leads and new matters in our practice management software and enter key details.
• Systems savvy – You will be comfortable using Microsoft Outlook, our practice management software Smokeball, the VXT phone system, and new systems as they are implemented.

   

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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