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Client Experience Representative
The Ward Law Group, PL. Assist clients warmly and professionally through inbound and outbound calls and approved communication channels .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates professional fluency in English and Spanish, with strong communication and active listening skills. Proficient in managing client interactions, utilizing case management systems, and adhering to established protocols for escalation and documentation.
Highest-signal resume keywords
Professional Fluency In English And SpanishCustomer Service ExperienceExperience With CRM Or Case Management SystemsStrong Communication SkillsProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Case Management SystemsDocumentation AccuracyEscalation ProceduresClient Interaction ManagementProactive Follow-Up
Soft Skills
EmpathyActive ListeningOrganizationDe-Escalation Techniques
Tools & Technologies
LitifyFilevineSmartAdvocateClio
Industry Keywords
Legal Industry ExperienceCall Center ExperienceClient RelationsAdministrative Experience
About the role
Key responsibilities & impact- Assist clients warmly and professionally through inbound and outbound calls and approved communication channels
- Conduct welcome, courtesy, and proactive follow-up calls based on case stage and client needs
- Provide accurate case-status information, process explanations, and answers using approved SOPs and authorized case information
- Resolve inquiries and concerns during the initial interaction when within CER authority
- Listen empathetically, identify dissatisfaction, apply de-escalation techniques, and follow urgent-matter and escalation protocols
- Coordinate with case owners, specialists, POD leaders, and managers when legal judgment or department action is required
- Document client interactions, requested updates, follow-up commitments, and escalations in Litify and other approved systems
- Follow up on open concerns and assigned tasks to support timely responses and clear communication
- Assist with client-experience workflows, including low-sentiment calls, voicemail follow-up, and courtesy-call outreach
- Protect client confidentiality and avoid unauthorized legal advice or commitments
- Participate in Train the Trainer sessions, department discovery training, coaching, and process updates
- Collaborate with team members and leadership to identify recurring concerns and improve communication and processes
Requirements
What you’ll need- Professional fluency in both English and Spanish, including strong written and verbal communication skills
- Availability to work at least 30 hours per week
- Previous customer service experience required
- Prior law firm or legal industry experience preferred but not required
- Call center, client relations, or administrative experience preferred
- Strong communication, active listening, empathy, organization, and problem-solving skills
- Ability to manage multiple client requests, document information accurately, and follow established escalation procedures
- Comfort using case-management systems and learning new technology and department workflows
- Experience with CRM or case management systems such as Litify, Filevine, SmartAdvocate, or Clio
- Ability to supply own equipment, software, internet connection, and workspace
- Full-time availability required for a 40-hour workweek
Benefits
Comp & perks- No paid time off, healthcare, retirement, or other employee benefits are provided
- Independent contractor engagement
- Flexible schedule may include two days off and potentially one weekend day