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Client Services Representative Putting Your Legacy on Cruise Control

Client Services Representative

Auto Pilot Planning Program

The Client Services Representative provides a high-level of administrative support directly to the clients of the Auto Pilot Planning Program (APP). This position is responsible for ensuring the highest level of client satisfaction by providing support, guidance and proper follow-up and resolution to client inquiries or issues. Also, acts as liaison between the attorney and client and other departments within organization. Exercises sound judgment in the resolution of administrative problems. Prioritizes and manages multiple projects simultaneously with minimal.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

  • Screens all telephone calls and emails that come to the APP department; directs them to the proper resource for response.
  • Uses telephone, email and other forms of communication to address client needs.
  • Meets with clients to facilitate signing of documents and binder pick-ups.
  • Accepts and records client payments for annual maintenance program fees.
  • Helps facilitate, analyze and resolve client questions and issues.
  • Strong desire and passion to help and serve others.
  • Maintains highest degree of confidentiality.
  • High level of confidence, enthusiasm and a positive attitude.
  • Excellent verbal and written communication skills.
  • Flexibility and ability to adapt and act quickly when required.
  • Ability to build relationships with clients, customers and co-workers.
  • Willingness to follow and accept our core values of integrity, teamwork, respect, professionalism, competence and desire for greatness.
  • Other duties as assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Three years or more of experience as an administrative assistant or client/customer service representative; experience in a law firm setting a plus
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Demonstrate superior interpersonal skills and proficiency in business vocabulary to effectively represent the attorney and the company to outside parties
  • Excellent oral, and written communication skills
  • Ability to multi-task, prioritize and manage time effectively.
  • Excellent organizational skills with an eye for details.
  • Ability to maintain confidentiality.
  • Maintain a professional and positive demeanor

Core Skills and Competencies

  • Organization
  • Multi-tasking
  • Communication
  • Teamwork
  • Time management
  • Problem solving

To apply for this opportunity, please submit a detailed resume describing the duties you’ve performed in past positions, as well as a cover letter telling us why you are searching for a new position and why you believe that you are the best candidate. You may email your resume and cover letter to sandy@dorceylaw.com.

No emails, phone calls or walk-in applications will be accepted. Only those candidates being considered will be contacted.

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Experiences From Our Happy Clients

    “Josh is very experienced and we feel comfortable with his advice and recommendations.”
    So far, meeting all our needs. Josh is very experienced and we feel comfortable with his advice and recommendations. Friendly staff and voted in top 10 best places to work.
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    I will say Dorcey Law Firm is amazing!!! I called on a Monday it was around 4:30pm so of course I didn't get a call back that day. However, first thing the next day I got a call from Carrie (So wonderful and so helpful) she put me on the calendar with Erica Johnson the following week. I have to give a RAVE review about Erica (She is fabulous, knowledgeable, understanding and communicates so well even if you ask the question more than once). When I first met Erica she was so professional and knew what she was talking about. I felt comfortable in her answers to my questions and was grateful I was scheduled with her. When you think attorneys you think all they will want is your money, this is not the case here at Dorcey Law. The price for the items I was asking for was reasonable and fair. The professionalism of the staff and Erica was by far some of the best service from a law firm I have every gotten. IM GLAD TO SAY I AM MORE THAN HAPPY WITH ERICA, THE GIRLS AT THE FRONT, CARRIE & JUST THE EXPERIENCE OVERALL!!!!! Huge THANK YOU!!!! If you ever need an estate lawyer call Dorcey Law!!!!
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The Dorcey Law Direction

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    We pride ourselves in giving you high-value legal services and results for the money that you pay.
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