Client wel Come spe Cialist / Client relations spe CialistStaff4Me

The Client Welcome Specialist is responsible for ensuring a positive and professional first impression for all potential and existing clients. Duties include, but are not limited to1. Handling Incoming Calls
Maintain a courteous and professional tone at all times.
Answer calls promptly and create a welcoming first impression on behalf of the Firm.
Direct or screen calls as appropriate.
Use firm-approved scripts and processes to:
Conduct case assessments.
Collect required information.
Schedule appointments.
2. Making Outbound Calls
Welcome new seminar registrants.
Follow up with individuals who requested information to confirm receipt and offer further assistance.
Contact prospective new clients (PNCs) who have not yet scheduled an appointment.
3. Lead and Client Engagement
Respond promptly to web leads and chatbot inquiries with the goal of converting them into scheduled consultations or seminar registrations.
Capture detailed notes documenting all interactions and information shared.
4. Post-Marketing Follow-Up
Call seminar/webinar attendees within 1 business day to schedule consultations.
Complete follow-up calls as directed by the Firm's system.
Follow up on marketing campaigns, including confirming receipt of requested materials.
Document all attempts and results in the client database.
5. Documentation and Reporting
Record all interactions in the Firm's client database with attention to both content and quality.
Maintain a call log to track good and bad potential client calls and their sources.
Assist with developing, maintaining, and reporting metrics related to client experience and Firm performance.
6. Referral Coordination
Assist potential clients seeking services outside the Firm's scope by coordinating appropriate referrals, either from the Firm's referral database or in consultation with the legal team.
7. Appointment Management
Make confirmation calls the day before scheduled appointments.
8. Quality and Continuous Improvement
Listen to recorded calls to identify areas for improvement.
Provide feedback to management and marketing regarding lead quality and volume.
Suggest improvements based on front-line experiences.
9. Coverage Support
Provide back-up support for Telephone Receptionists as needed.
Work Schedule Monday to Friday 8-30 am to 5-30 pm ESTRequirements
At least 1 year of office experience, including use of business phone systems and office computer applications.
Proven track record with telephone sales experience.
Legal experience is an advantage but not required.
Self-motivated, adaptable, and able to thrive in a fast-paced, changing environment.
Strong problem-solving and analytical abilities.
Proactive, can-do attitude, with great follow-through and resourcefulness along with attention to detail.
Exceptional communication and interpersonal skills, with the ability to be both personable and persistent.
Staff4Me

Manila City, Metro Manila
Permanent
Full-time