Client Relations Specialist (Legal Intake)

Summary

Keystone Law Group has an excellent opportunity for a dynamic candidate to join its growing law practice. The ideal candidate is comfortable on the phone and interacting with a wide variety of potential clients. The role is suited for empathetic listeners with a commitment to excellent customer service. Successful candidates need to be both a team player with strong interpersonal and communications skills and an agile multi-tasker, able to be organized, flexible, and detail oriented. The Client Relations Specialist will be part of the Client Relations team, which is part of our Marketing & Business Development group, and report to the Director of Marketing.

About Us

Keystone Law Group is more than just the largest probate law firm in California; we are a team of dedicated professionals committed to excellence in legal practice. Our firm is the leader in the probate law sector, with a focus on trust, estate, and conservatorship litigation and administration. We pride ourselves on our superior client service, commitment to technology, and a culture that values the professional growth and well-being of our employees.

The Marketing & Business Development Department is dedicated to amplifying our market presence and fortifying client relationships. Through innovative marketing strategies and client-focused business development, we elevate the firm's brand and drive growth. Our expertise in market analysis and strategic outreach positions Keystone as a leading law firm in our specialty.

Location

Position can be either fully remote or hybrid with 2 days per week in the office

Essential Duties and Responsibilities

• Responsible for intake of potential clients: answer, direct and screen incoming potential client calls; consistently monitor and respond to online inquiries; assess and qualify leads; and input tracking of leads into CRM system
• Assist attorneys in collecting appropriate documentation to qualify leads
• Schedule calls with qualified leads and supervising attorneys
• Perform follow up communications with qualified leads
• Run conflict checks for potential clients through CRM system and firm’s other databases
• Help develop and maintain Dynamics and process documentation
• Assist with tasks and projects in Marketing & Business Development, as assigned

Qualifications

• Must have a professional, pleasant and outgoing personality and demeanor
• Ability to maintain professional phone etiquette
• Ability to multi-task in a fast-paced environment and stay focused while maintaining a high degree of accuracy with repetitive tasks
• Strong interpersonal and written communication skills
• Must possess extreme attention to detail and strong organizational skills
• Ability to work independently and as a member of a team
• Ability to multitask and meet deadlines in a fast-paced office environment
• Extremely technologically savvy and able to pick up and utilize new software
• Familiarity with Windows, Microsoft and Adobe Acrobat

Education and Experience

• Bachelor’s degree preferred
• Experience performing intake at a law firm strongly preferred
• Spanish speaking a plus
• Experience with Microsoft Dynamics a plus

Salary Range

• $24.04-$31.25 per hour (equivalent to $50,000-$65,000 annually), depending on experience, plus discretionary bonus

Job Type: Full-time

Pay: $24.04 - $31.25 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Vision insurance
• Work from home

Shift:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• Law office: 2 years (Required)

Work Location: Hybrid remote in Los Angeles, CA 90064

Salary : $50,000 - $65,000