What are the responsibilities and job description for the Customer Experience Ambassador position at Edwards Estate & Elder Law?
We are seeking a highly skilled Customer Experience Ambassador to join our team at Edwards Estate & Elder Law. As the first point of contact for our clients, this role is responsible for setting the tone for our firm's professionalism and compassion.
Responsibilities
- Answering phone calls and communicating with clients, professionals, and government offices via phone and email
- Confirming appointments with clients via telephone and email
- Maintaining and recording client payments, and tidying the office space to welcome clients and keep the firm's tasks efficient
- Offering clients and visitors beverages
- Scanning, labeling, and filing all incoming and outgoing mail and documents
- Assembling, preparing, and posting documents for mail or delivery
Requirements: High School Degree or GED, extensive experience answering phones with a client intake background, preparing mail, filing, using (or competent ability to learn), Adobe Acrobat, CLIO, Proficient in Microsoft 365 (Word, Teams, Outlook, Calendar, Excel). Background in law or other professional office preferred but not required.
