Client Acquisition Representative

Lexicon Services • Town and Country, MO

21h • Hybrid

About The Position

The Client Acquisition Representative serves as a critical first point of connection for prospective clients engaging with Cordell & Cordell. This role is responsible for guiding new client inquiries, building rapport, and securing initial consultations through thoughtful communication and strong appointment-setting skills. This position plays an important role in supporting the firm’s continued growth by helping convert inbound interest into meaningful client relationships. Success in this role requires excellent communication skills, strong organizational ability, comfort working in a fast-paced environment, and a proactive approach to engaging and nurturing prospective clients. This role will require working in-office initially, with the potential to evolve to hybrid or fully remote over time as skills are established. The position requires working 8-hour shifts, potentially from 10:00am – 7:00pm Central time (department hours are 7:00am – 7:00pm). The role is hourly, with opportunities for overtime and significant monthly performance-based incentives tied to appointment quality, engagement, and contribution to new client development that can reach four figures monthly.

Requirements

• High school diploma or general education degree (GED)
• Previous experience in business development, contact center, appointment scheduling, Professional services customer service, client engagement, or other high-end service-based environments
• Strong verbal communication skills, especially over the phone
• Ability to build rapport quickly and guide conversations effectively
• Basic computer proficiency, including typing and email communication

Nice To Haves

• College degree and other certificates are helpful/desired
• Experience with a CRM (SalesForce) or SmartAdvocate is a plus
• Experience with SharePoint and all MS products is preferred

Responsibilities

• Serve as the first point of contact for prospective clients via phone, chat, and email, delivering a high-touch, professional experience
• Engage and guide new inquiries, helping individuals understand available services and next steps
• Support the firm's growth by helping convert inbound interest into scheduled consultations and new client relationships
• Build rapport and trust with prospective clients through clear, empathetic, and confident communication
• Schedule initial consultations and coordinate availability, ensuring a seamless appointment-setting experience
• Perform conflict checks and ensure accurate intake of client information
• Maintain consistent follow-up and engagement with prospective clients to support ongoing interest and decision-making
• Assist in lead development and nurturing by keeping interactions organized, timely, and responsive
• Handle scheduling challenges with a solution-oriented mindset and professionalism
• Maintain accuracy and completeness of all client and scheduling data across systems
• Contribute to individual and team goals related to appointment volume, engagement quality, and client experience
• Identify and escalate issues that may impact the client experience or indicate broader trends
• Participate in ongoing training to enhance communication, engagement, and client development skills
• Handle sensitive client information with discretion, care, and accuracy
• Alerts management of issues or concerns that require escalation for complete resolution or which may indicate a larger, underlying problem.
• Updates job knowledge by participating in up-training opportunities.
• Handles sensitive client data with utmost discretion, care, and accuracy.
• Other duties as assigned

Benefits

• Industry-Leading Health Coverage: Access to top-tier health, dental, and vision insurance plans, ensuring you and your family stay healthy and protected.
• Financial Security: Enjoy peace of mind with life insurance, as well as both short-term and long-term disability coverage.
• An Investment in Your Future: Our competitive 401(k) plan with company match, helps you plan ahead, with opportunities to build and grow your retirement savings.
• Flexible Spending Options: Take advantage of flexible spending accounts (FSA/HSA) to cover out-of-pocket medical, dental, and childcare expenses with pre-tax dollars.
• wellness programs
• additional perks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED