Client Services Representative

• Answer incoming phone calls, emails, and text messages promptly to assist clients with service inquiries and request status updates.
• Document all client communications, task updates, and account notes accurately within Karbon, HubSpot, and Salesmsg.
• Route complex accounting, payroll, and tax technical questions to designated staff members or accounting leads.
• Monitor open client requests, track follow-up tasks, and ensure no communication falls through the cracks during busy tax deadlines.
• Identify potential service breakdowns, client concerns, or communication delays and escalate them to firm managers when necessary.
• Safeguard client confidentiality and handle sensitive financial and tax records with strict professionalism.
• Maintain positive client relationships through proactive updates, empathetic listening, clear expectations, and reliable follow-through.
• Collaborate with internal tax, bookkeeping, and accounting teams to ensure smooth service delivery and workflow efficiency.

Client Service Representative

• Serve as the first point of contact for a small real estate law firm
• Answer incoming calls and enquiries
• Speak with prospective clients and understand their needs
• Qualify enquiries by asking appropriate questions
• Determine whether the firm's services are appropriate
• Collect, record, and organise intake information
• Schedule consultations and follow-up calls
• Pass qualified matters to the attorney when appropriate
• Refer unsuitable enquiries to the appropriate attorney or professional
• Answer client questions and follow up with existing clients
• Keep clients updated and explain next steps
• Build relationships with referral partners
• Check in with clients and identify ways to improve the client experience
• Escalate issues requiring the attorney's attention
• Design and structure the intake process
• Build systems for handling new enquiries
• Create procedures and checklists
• Improve information collection and document intake procedures
• Identify process gaps
• Help train future junior team members
• Eventually take ownership of the intake function
• Help reduce the attorney's need to personally screen incoming calls
• Help build systems that support adding junior intake staff

Client Services Representative jobs in Colombia

Client Service Representative

Legal Client Services – Intake Specialist