Client Relations Specialist

Essential Duties and Responsibilities

  • Answer, direct and screen incoming potential client calls
  • Consistently monitor and respond to online inquiries
  • Assess and qualify leads
  • Input tracking of leads into CRM system
  • Assist attorneys in collecting appropriate documentation to qualify leads
  • Schedule calls with qualified leads and supervising attorneys
  • Perform follow up communications with qualified leads
  • Assist with new client checklists and opening up new clients in our client management system
  • Run conflict checks for potential clients through CRM system and firm’s other databases
  • Act as a back up to the receptionist by screening and directing other phone calls
  • Other administrative responsibilities, overflow work and projects, as assigned

 

Qualifications

  • Must have a professional, pleasant and outgoing personality and demeanor
  • Ability to maintain professional phone etiquette
  • Ability to multi-task in a fast-paced environment and stay focused while maintaining a high degree of accuracy with repetitive tasks
  • Strong interpersonal and written communication skills
  • Must possess extreme attention to detail and strong organizational skills
  • Ability to work independently and as a member of a team
  • Ability to multitask and meet deadlines in a fast-paced office environment
  • Extremely technologically savvy and able to pick up and utilize new software
  • Familiarity with Windows, Microsoft and Adobe Acrobat

 

Education and Experience

  • Bachelor’s degree preferred
  • Professional law office experience preferred
  • Spanish speaking a plus

 

This position is hybrid or open to fully remote for the right candidate.


Accounts Payable and Billing Assistant/Coordinator

Essential Duties and Responsibilities

  • Invoice processing and coordination with bookkeepers
  • Ensuring client-related advances are properly billed back to clients and reviewed monthly prior to sending out client invoices
  • Processing outgoing manual checks, wires and bill.com payments, and stop payments as needed
  • Review monthly credit card statements and ensure corresponding receipts are saved
  • Process monthly employee expense reports
  • Maintain vendor accounts while staying in compliance with firm policies and procedures
  • Responsible for vendor communication and collecting W-9 forms
  • Assist bookkeepers with year-end 1099 process
  • Assist with billing duties stemming from offboarding of clients, including processing client refunds and trust distributions
  • Process attorney referral payments
  • Follow up on uncashed checks and process unclaimed funds
  • Reconcile monthly insurance and other vendor invoices
  • Backup and assist on some Accounts Receivable and other billing duties
  • Other responsibilities and projects, as assigned


Qualifications

  • Ability to assume full responsibility for certain tasks and projects
  • Strong communication and interpersonal skills
  • Must possess extreme attention to detail and strong organizational skills
  • Thorough knowledge of Windows, Microsoft Office applications, Adobe Acrobat, etc.
  • Ability to work independently and as a member of team
  • Ability to multitask and meet deadlines in a fast-paced office environment 


Education and Experience

  • Bachelor’s Degree preferred
  • Professional office setting experience required
  • Law office and/or billing department experience required 

 

This position is hybrid or open to fully remote for the right candidate.


Apply Today

Join Our Team

To apply to one of our staff openings, please submit your resume to careers@keystone-law.com.