Client Relations Specialist

The Client Relations Specialist's primary responsibility is to meet and greet new clients for their meeting with the attorney and complete the "client intake" process with the client. In addition, this position provides valuable information to prospective clients about the firm and its services and schedules initial consultations with attorneys. This is a critical position since this is the first contact prospective clients will have with the firm.

Duties and Responsibilities: Client Reception and Communications --Answers the main telephone line routing calls to the proper person on or before the third ring. Routes calls to proper staff and responds to e-mail inquiries on the same day of receipt;

Client Intake Process - Sends out written correspondence to new client for the initial consultation. Organizes and obtains documents from client for scanning into the file. Works closely with staff to coordinate the proper set-up of the file. Ensures the attorney has all documents for initial consultation. Collects fees from clients.

Confirms Appointments - Confirms all client appointment at least two days in advanced. Problem Solving -- Proactively anticipates and resolves issues quickly.

Qualifications & Skills:
  • Effective Communicator - This position requires communication with all offices in order to effectively direct clients, inform prospective clients and keep all staff abreast of the daily activities.
  • Two or more years of experience working in a client relations or receptionist position.
  • Excellent client service and communications skills -- both oral and written.
  • Excellent proof reading skills and attention to detail.
  • Solid organizational skills and ability to multitask and prioritize tasks.
  • Demonstrated experience with Microsoft Office Applications including Word, Outlook and Excel
  • Ability to anticipate client needs and to avoid surprises and unpreparedness.
If interested, please email cover letter and resume to
Client Reviews
“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA
“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT
“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT
Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT
The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT
Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT
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