Client Relations Specialist

Law Office of Lena A ClarkFrederick, MD
3dOnsite

About The Position

Are you the kind of person who lights up a conversation, listens like a pro, and thrives on helping people make big decisions with clarity and confidence? We’re a fast-growing Estate Planning and Probate law firm looking for a Client Relations Specialist to be the warm, capable first point of contact for new, existing, and former clients. What You'll Do: Speak with potential clients who have reached out via phone, email, or web form Conduct structured discovery calls using proven scripts Ask smart questions to understand client needs and goals Book qualified leads into consultations with our attorneys and case managers Keep detailed notes in our CRM and track follow-ups Reconnect with leads who cancel, no-show, or delay decisions Handle questions from prospective, existing, and former clients. Welcome law firm visitors

Requirements

  • Are confident and kind on the phone
  • Ask good questions and really listen to the answers
  • Can follow a system but think on your feet
  • Stay organized when juggling many tasks
  • Have experience in customer service, hospitality, or sales
  • Are comfortable using tech
  • Full-time role (40 hours/week)
  • In-office
  • Training provided, no legal background required
  • Competitive pay + KPI-based bonuses

Responsibilities

  • Speak with potential clients who have reached out via phone, email, or web form
  • Conduct structured discovery calls using proven scripts
  • Ask smart questions to understand client needs and goals
  • Book qualified leads into consultations with our attorneys and case managers
  • Keep detailed notes in our CRM and track follow-ups
  • Reconnect with leads who cancel, no-show, or delay decisions
  • Handle questions from prospective, existing, and former clients
  • Welcome law firm visitors
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service