Client Services Representative

Client Services RepresentativeGreen Evans-Schroeder, PLLC | Tempe, AZ | Full-TimeReports to: Operations DirectorAbout the RoleGES keeps families together and fights for second chances. The Client Services Representative is the steady, welcoming presence that makes clients feel that commitment from the very first phone call through the life of their case "” patient, proactive, and genuinely invested in making every person feel like they're our only client.This role sits at the intersection of client relationship management, onboarding, and administrative production support, and is essential to the smooth day-to-day operation of our Tempe office.What You'll DoClient Relationship & ConciergeServe as a dedicated point of contact for clients throughout their case, conducting regular check-in calls to ensure clients feel informed, supported, and connectedProactively confirm clients have current contact information for detained family members and understand how to stay in communicationRespond to client inquiries with patience, professionalism, and a commitment to going above and beyondOnboarding SupportLead new client onboarding meetings, including verifying and entering all client data accurately into firm systemsWalk new clients through the client portal "” guiding them through setup and ensuring they're comfortable using itDeliver the firm's financial policies and payment expectations in a clear, approachable way so clients understand their obligations from day oneSales & Collections SupportSupport the intake and sales process by following up with prospective clients and facilitating a smooth transition from consultation to retained clientAssist with accounts receivable by making courteous, professional outreach to clients regarding law firm policies around outstanding balances and automatic paymentsReception & Administrative ProductionProvide reception desk coverage as needed for the Tempe office, creating a welcoming first impression for all visitors and callersSupport the legal production team with administrative tasks including document data entry, and case management system upkeepWhat We're Looking For1-3 years of experience in client services, customer relations, legal administration, or a related fieldBilingual in English and Spanish "” required; you'll regularly serve clients whose primary language is SpanishExceptional interpersonal skills "” warm, professional, and genuinely service-orientedStrong organizational skills and attention to detail, especially when managing client dataComfortable having difficult conversations (payment plan conversations & rules re: automatic payments, case status uncertainty) with empathy and professionalismExperience with legal case management software or CRM platforms is a plusAbility to work independently and as part of a collaborative team in a fast-paced legal environment

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