What are the responsibilities and job description for the Professional Client Services Representative position at Coda Search│Staffing?
Key Responsibilities
- Serve as the primary point of contact for clients, addressing inquiries, providing case updates, and ensuring clear communication.
- Assist clients in understanding legal processes and timelines, maintaining transparency and trust.
- Collaborate with attorneys and legal teams to relay client concerns and facilitate efficient case management.
- Maintain and update client records in the firm's CRM or case management system.
- Handle client intake, including gathering necessary documentation and verifying case eligibility.
- Proactively follow up with clients regarding case developments, deadlines, and required actions.
- Support client engagement efforts, including satisfaction surveys and feedback initiatives.
- Assist with conflict resolution by addressing client concerns and escalating issues when necessary.
- Ensure confidentiality and compliance with legal and ethical standards when handling client information.
