About this role
Job Description – Customer Service (Legal Account)
We are seeking a client-focused and detail-oriented Customer Service professional to support our Legal Account. This role involves working directly with existing and new clients who are actively involved in ongoing case resolution processes , providing consistent support, clear communication, and accurate case documentation throughout different stages of their journey.
The ideal candidate is comfortable managing ongoing client relationships , handling sensitive information, and adapting to different workflows while ensuring a positive and professional client experience.
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Key Responsibilities
- Serve as a primary point of contact for existing and new clients , handling inbound and outbound communications via phone and email.
- Provide updates, guidance, and general support to clients regarding their case status and next steps.
- Gather, verify, and document client information accurately across different lines of business.
- Support multiple workflows depending on the assigned line of business, adapting to varying procedures and requirements.
- Coordinate follow-ups, requests, and internal handoffs to ensure timely case progression.
- Maintain accurate and up-to-date records in internal systems and databases.
- Assist with documentation, forms, and case-related administrative tasks as required.
- Ensure compliance with internal processes while delivering a professional and empathetic client experience.
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Key Skills & Qualifications
- Strong customer service skills with the ability to create a welcoming and empathetic client experience.
- Excellent listening, interviewing, and information-gathering skills.
- Clear and professional verbal and written communication skills.
- Ability to summarize client information clearly for attorney review.
- Basic understanding of legal processes and case intake (training provided as needed).
- Strong organizational skills and attention to detail.
- Ability to manage multiple inquiries and tasks in a fast-paced environment.
- Proficiency in email, word processing, spreadsheets, and database/CRM systems.
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Why Join Us
If you are passionate about helping people, enjoy structured work, and thrive in a client-facing role, this position offers an excellent opportunity to grow within a professional legal environment while making a meaningful impact on client experiences.
We encourage qualified candidates to apply and join our Legal Account team.