Jobs
>
Leesburg

    Client Services Specialist - Leesburg, United States - Whitbeck Bennett PLLC

    Whitbeck Bennett PLLC
    Whitbeck Bennett PLLC Leesburg, United States

    3 weeks ago

    Default job background
    Description

    Whitbeck Bennett is looking for a friendly, professional, and welcoming, experienced client services specialist who can handle multiple aspects of client relations at our firm. As the person responsible for making a great first impression, this position is one of the most important roles in our office. In this position, you will be responsible for answering the phone, directing calls, taking detailed messages, screening cases, showing empathy, and scheduling potential clients for paid consultations.

    Duties and responsibilities include, but are not limited to:

    • Maintaining a calm and friendly phone demeanor
    • Promptly following up on leads
    • Providing a welcoming environment for all visitors to the firm
    • Receiving new client phone calls, and contact forms
    • Scheduling consultations and other meetings
    • Completing a questionnaire with prospective new clients in the case management system
    • Directing prospective new clients in sending in necessary paperwork to our office for review
    • Staying in communication with all prospective clients and assisting them with gathering and submitting their documentation, answering questions as needed
    • Following up with potential clients that have not sent in their paperwork to retrieve status
    • Obtaining prospective new client documentation and forwarding to the proper team member for review prior to Consultations
    • Reviewing and processing intake emails and notes
    • Collecting appropriate information and provide concise summaries both written and verbal
    • Preparing and sending newly accepted clients an Initial Package welcoming them to the firm with contract and documents for signature
    • Responding to client/staff emails accordingly
    • Scheduling tasks and workflow in client management software
    • Maintains the reception and all conference rooms in a neat and orderly fashion, ensuring they are ready to receive clients and other visitors.
    • Work Collaboratively with Paralegals and Associate Attorneys to assist with Legal Document Preparation.
    • Work collaboratively with the Whitbeck Bennett Client Services Manager to process client information.
    • Make trips to the bank to make deposits.
    • Other duties as assigned.
    The ideal candidate will have excellent oral and written communication skills, take pride in their appearance, and always wear a smile. Sales experience is a must

    Experience: This is an excellent position for a beginner paralegal or someone who desires to gain experience in a law office.

    Skills:
    • 2- 4 years working in a professional office setting.
    • Able to effectively manage job responsibilities effectively, balancing interests of clients and staff
    • Excellent interpersonal skills with strong ability to communicate effectively in both written and verbal format.
    • Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel)
    • Understand and follow complex verbal and written instructions.
    • Must be extremely comfortable speaking on the phone to clients
    • Outgoing and looking forward to working as part of a team
    • Excellent organizational skills
    • Capable of working in a fast paced, high-volume environment
    • Strong background in customer relations and/or sales
    Job Type: Full-time

    Schedule:
    • Monday to Friday
    Education:
    • High school or equivalent (Required)
    Locations:
    • Leesburg, VA
    • Herndon, VA
    Language:
    • English (Required)
    • Bilingual (a plus)
    This Job Is Ideal for Someone Who Is:
    • Dependablemore reliable than spontaneous
    • People-orientedenjoys interacting with people and working on group projects
    • Detail-orientedwould rather focus on the details of work than the bigger picture
    Work Remotely:
    • No
    Whitbeck Bennett is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
  • Whitbeck Bennett PLLC

    Client Service Specialist

    3 days ago

    Whitbeck Bennett PLLC Leesburg, United States

    Whitbeck Bennett is seeking an experienced bilingual Client Service Specialist for our Leesburg or Herndon locations. The ideal candidate embodies professionalism, friendliness, and a welcoming demeanor. This critical role is essential for creating a positive first impression and ...

  • Whitbeck Bennett PLLC

    Client Service Specialist

    3 days ago

    Whitbeck Bennett PLLC Leesburg, United States

    Job Description · Job DescriptionWhitbeck Bennett is seeking an experienced bilingual Client Service Specialist for our Leesburg or Herndon locations. The ideal candidate embodies professionalism, friendliness, and a welcoming demeanor. This critical role is essential for creatin ...

  • Whitbeck Bennett PLLC

    Client Services Specialist

    4 weeks ago

    Whitbeck Bennett PLLC Leesburg, United States

    Whitbeck Bennett is looking for a friendly, professional, and welcoming, experienced client services specialist who can handle multiple aspects of client relations at our firm. As the person responsible for making a great first impression, this position is one of the most importa ...

  • Whitbeck Bennett PLLC

    Client Services Specialist

    2 weeks ago

    Whitbeck Bennett PLLC Leesburg, United States

    Whitbeck Bennett is looking for a friendly, professional, and welcoming, experienced client services specialist who can handle multiple aspects of client relations at our firm. As the person responsible for making a great first impression, this position is one of the most importa ...

  • Mai Wealth Management Inc.

    Senior Client Service Specialist

    23 hours ago

    Mai Wealth Management Inc. Leesburg, United States

    Job Description Job DescriptionGENERAL JOB DESCRIPTIONActive member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team members o ...

  • MAI Wealth Management, Inc.

    Senior Client Service Specialist

    2 days ago

    MAI Wealth Management, Inc. Leesburg, United States

    Job Description · Job Description · GENERAL JOB DESCRIPTION · Active member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team ...

  • MAI Wealth Management, Inc.

    Senior Client Service Specialist

    1 week ago

    MAI Wealth Management, Inc. Leesburg, United States

    Job Description · Job DescriptionGENERAL JOB DESCRIPTION · Active member of the Wealth Management Group. Responsible for client account related service, new business matters, account set-up and overall client service requests. Coach, train, and mentor new Client Service team memb ...

  • Whitbeck Bennett PLLC

    Client Service Specialist

    1 week ago

    Whitbeck Bennett PLLC Leesburg, United States

    Whitbeck Bennett is seeking an experienced bilingual Client Service Specialist for our Leesburg or Herndon locations. The ideal candidate embodies professionalism, friendliness, and a welcoming demeanor. This critical role is essential for creating a positive first impression and ...

  • Whitbeck Bennett PLLC

    Client Services Specialist

    2 weeks ago

    Whitbeck Bennett PLLC Leesburg, United States

    Job Description · Job DescriptionWhitbeck Bennett is looking for a friendly, professional, and welcoming, experienced client services specialist who can handle multiple aspects of client relations at our firm. As the person responsible for making a great first impression, this po ...

  • Whitbeck Bennett PLLC

    Client Service Specialist

    2 weeks ago

    Whitbeck Bennett PLLC Leesburg, United States

    Job Description · Job DescriptionWhitbeck Bennett is seeking an experienced bilingual Client Service Specialist for our Leesburg or Herndon locations. The ideal candidate embodies professionalism, friendliness, and a welcoming demeanor. This critical role is essential for creatin ...

  • Loudoun County Government

    Adult Services Specialist

    1 day ago

    Loudoun County Government Leesburg, United States

    Welcome and thank you for your interest in employment with Loudoun County Government · **ALL SECTIONS OF THE APPLICATION MUST BE COMPLETED IN ITS ENTIRETY. THE RESUME IS CONSIDERED SUPPLEMENTAL INFORMATION ONLY. APPLICATIONS THAT ARE INCOMPLETE OR INDICATE 'SEE RESUME' WILL NOT B ...

  • Floor & Decor

    Pro Services Specialist

    3 weeks ago

    Floor & Decor Leesburg, United States Full time

    Base Pay · This role has a minimum base pay from $17.00 per hour with higher starting pay available based on experience.Purpose: · Floor & Decor strives to be the one-stop destination for our professional clients (PRO customer) in the hard surface flooring contractor space. This ...

  • Government Jobs

    Senior Child Protective Services Specialist Day- I/A

    2 days ago

    Government Jobs Leesburg, United States

    Government Jobs - FT Hourly W BN - $65, $113,764.60 Annually Loudoun County is one of the fastest growing counties in the country, known for its excellent quality of life and strong economy while embracing its historic presence. Located 35 miles west of Washington, D.C., Loudoun ...

  • Loudoun County Government

    Youth Services Specialist II

    2 weeks ago

    Loudoun County Government Leesburg, United States

    Welcome and thank you for your interest in employment with Loudoun County Government · ALL SECTIONS OF THE APPLICATION MUST BE COMPLETED IN ITS ENTIRETY. THE RESUME IS CONSIDERED SUPPLEMENTAL INFORMATION ONLY. APPLICATIONS THAT ARE INCOMPLETE OR INDICATE 'SEE RESUME' WILL NOT BE ...

  • Loudoun County Government

    Youth Services Specialist II

    2 weeks ago

    Loudoun County Government Leesburg, United States

    Are you passionate about making a difference in the lives of at-risk and detained youth??? We have a career opportunity for you.The Loudoun County Juvenile Court Service Unit is seeking qualified candidates for Youth Services Specialist II positions serving the Youth Services Cen ...

  • Schneider Electric

    Service Specialist II

    3 days ago

    Schneider Electric Ashburn, United States

    We are looking for a Service Specialist II to join our Mid Atlantic Branch team.What will you do? Ensure all design engineer activity is aligned with the latest conformed construction documents prior to installation Able to modify and update design drawings and maintain redline d ...

  • Schneider Electric

    Service Specialist II

    3 weeks ago

    Schneider Electric Ashburn, United States

    We are looking for a Service Specialist II to join our Mid Atlantic Branch team. · What will you do? · Ensure all design engineer activity is aligned with the latest conformed construction documents prior to installation · Able to modify and update design drawings and maintai ...

  • Commonwealth of Virginia

    Family Services Specialist II

    3 days ago

    Commonwealth of Virginia Farmville, United States

    Hiring Range: $50,355 to $65,655 · Full Time or Part Time: Full Time · This is the full performance level in the occupational group for Family Services. Employees are responsible for developing and implementing individualized service plans involving the application of casework ...

  • Loudoun County Government

    Youth Services Specialist Ii

    2 weeks ago

    Loudoun County Government Leesburg, United States

    Welcome and thank you for your interest in employment with Loudoun County Government · **ALL SECTIONS OF THE APPLICATION MUST BE COMPLETED IN ITS ENTIRETY. THE RESUME IS CONSIDERED SUPPLEMENTAL INFORMATION ONLY. APPLICATIONS THAT ARE INCOMPLETE OR INDICATE 'SEE RESUME' WILL NOT B ...

  • LIFE AND MED LLC

    Customer Service Specialist/Video Editor

    3 weeks ago

    LIFE AND MED LLC Leesburg, United States

    Job Description · Job DescriptionThank you for stopping by, This position is Mon to Thursday 9am-4pm, Friday 9am-3pm · We are an Health Insurance Agency, we offer Medicare and Marketplace health insurance also known as Obamacare. · Our office is looking for a Customer Service Spe ...