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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills, both spoken and written, while managing high call volumes and providing exceptional client service. Proficient in Clio CRM and Microsoft tools, ensuring accurate information management and effective collaboration.
Highest-signal resume keywords
Clio CRM ProficiencyMicrosoft Outlook ProficiencyMicrosoft Teams ProficiencyClient Service AbilitiesAttention To Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Information GatheringCall RoutingMessage AccuracySchedulingTime Management
Soft Skills
Active ListeningInterpersonal SkillsAdaptabilityDiscretionResourcefulness
Industry Keywords
ReceptionClient ServiceIntakeSalesCommunication Standards
About the role
Key responsibilities & impact- Manage incoming calls and serve as the primary daytime receptionist
- Gather essential and preliminary information from callers and prospective clients
- Answer general inquiries from clients, prospective clients, vendors, and other callers
- Identify prospective clients who may be a good fit for the firm
- Route qualified prospective clients to the Sales or Intake Specialist for further evaluation
- Sort and route incoming communications to the appropriate person
- Take complete and accurate messages when team members are unavailable
- Schedule calls and meetings when required
- Maintain accurate information in Clio Grow and Clio Manage
- Transfer calls to the appropriate attorney, team member, or department
- Coordinate with backup reception coverage for overflow, after-hours, and weekend calls
- Use Microsoft Teams and Microsoft Outlook for internal communications, email, and calendar activities
- Send reminders and follow-up communications
- Assist with general email inquiries
- Communicate caller information and messages promptly to the appropriate team member
- Follow the firm’s procedures, policies, communication standards, and call handling protocols
Requirements
What you’ll need- Strong spoken and written English with clear and confident communication
- Professional and welcoming telephone presence
- Active listening and information gathering skills
- Strong interpersonal and client service abilities
- Sound judgment when routing calls and evaluating general inquiries
- Ability to remain calm and organized in a fast-paced environment
- Strong attention to detail and message accuracy
- Reliable follow through and time management
- Ability to learn new systems, procedures, and call protocols quickly
- Discretion when handling confidential client information
- Resourceful and solution-oriented approach
- Adaptability when managing changing priorities and call volumes
- Ability to work independently while supporting a collaborative team
- Remote, Eastern Standard Time (EST)
- Monday to Friday from 7AM to 4PM EST
- Moderate to high expected call volume (15-30 calls per day)
- At least 1 year of previous experience in reception, client service, intake, sales, or a related role is preferred
- Proficiency with Clio CRM
- Proficiency with Microsoft Outlook and Microsoft Teams
Benefits
Comp & perks- Remote job opportunity
- Great Place to Work Certification workplace
