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Client Experience Representative
The Ward Law Group, PL. Assist clients professionally and warmly 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 written and verbal communication skills. Proficient in managing client interactions, utilizing case-management systems, and applying problem-solving techniques to enhance client experience.
Highest-signal resume keywords
Professional Fluency In English And SpanishCustomer Service ExperienceExperience With CRM Or Case-Management SystemsStrong Communication SkillsActive Listening
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 ManagementProblem-Solving
Soft Skills
EmpathyOrganizationActive ListeningCommunication
Tools & Technologies
LitifyFilevineSmartAdvocateClio
Industry Keywords
Legal Industry ExperienceCall Center ExperienceClient RelationsAdministrative Experience
About the role
Key responsibilities & impact- Assist clients professionally and warmly through inbound and outbound calls and approved communication channels
- Conduct welcome, courtesy, and proactive follow-up calls based on case stage, client needs, and contact timelines
- Provide accurate case-status information, process explanations, and answers to frequently asked questions using approved procedures and case information
- Resolve inquiries and concerns during the initial interaction whenever within CER authority
- Listen empathetically, identify dissatisfaction, apply de-escalation techniques, and follow protocols for urgent matters, repeat contacts, and escalations
- Coordinate with case owners, specialists, POD leaders, and managers when legal judgment, case decisions, 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 client concerns and assigned tasks to ensure 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 outside approved procedures
- Participate in Train the Trainer sessions, department discovery training, coaching, and ongoing 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
- 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
- Prior law firm or legal industry experience preferred but not required
- Call center, client relations, or administrative experience preferred
- Must supply own equipment, software, internet connection, and workspace
Benefits
Comp & perks- No paid time off, healthcare, retirement, or other employee benefits are provided
- Independent contractor engagement
- Flexible schedule with two days off for a 40-hour workweek
- Professional training, coaching, and ongoing process updates