Remote Client Engagement Specialist (CES)

Elevated HR Consulting • Atlanta, GA

1d • Remote

About The Position

Smith Robinson Law Group is a growing estate planning and probate law firm serving clients throughout Georgia. Our mission is to help individuals and families protect their assets, preserve their legacies, and plan confidently for the future through personalized legal services and trusted guidance. We are seeking a Client Engagement Specialist to serve as the primary point of contact for prospective clients and help guide them through the initial intake and consultation process.

Requirements

• Minimum of three (3) years of experience in a consultative sales, business development, client intake, account management, or similar customer-facing role.
• Demonstrated ability to communicate effectively by phone and build rapport with prospective clients.
• Experience managing follow-up activities and maintaining accurate records within a CRM or similar system.
• Strong written and verbal communication skills.
• Ability to work independently in a remote environment while managing multiple priorities.
• Proficiency with Microsoft Office and web-based business applications.

Nice To Haves

• Experience in legal services, financial services, insurance, healthcare, real estate, or other professional service industries.
• Familiarity with CRM and intake management systems such as Lawmatics, CallRail, or similar platforms.
• Experience supporting lead conversion, consultation scheduling, or client onboarding processes.

Responsibilities

• Respond to inbound inquiries from prospective clients via phone, email, and other communication channels.
• Conduct intake conversations to gather information and determine alignment with firm services.
• Schedule consultations with attorneys and ensure prospective clients are prepared for their appointments.
• Conduct outbound follow-up with prospective clients, referrals, event attendees, and other leads.
• Maintain accurate and detailed records within the firm's CRM and intake systems.
• Monitor and manage lead activity to support consultation scheduling and client retention goals.
• Collaborate with marketing partners and firm leadership regarding lead quality, referral sources, and conversion trends.
• Support follow-up efforts related to seminars, webinars, community events, and referral partnerships.
• Coordinate communication with referral sources and professional partners as needed.
• Maintain confidentiality of sensitive client and financial information.
• Perform other related duties as assigned.

Benefits

• Base salary of $45,000 - $55,000, depending on qualifications and experience.
• Performance-based incentive opportunities.
• Benefits package to be discussed during the interview process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed