Client Engagement Specialist for Law Firm

Do you like talking to people and helping them navigate complex issues?  Do you find it rewarding to help people make good decisions for themselves and their families?  Read on see if this position is a good fit for you!

Job Summary:

The Village Law Firm is seeking a friendly, outgoing individual to join our team as a Client Engagement Specialist. In this role, you will help potential clients of the firm understand the complexities of estate planning and guide them toward the legal solution that best meets their needs. 

This is a great opportunity for an outgoing, motivated individual with 3+ years of sales experience to make a difference in people’s lives and earn a great living.

About Us:

The Village Law Firm is a boutique estate planning law firm that serves the legal and wealth planning needs of New York City's artists, entrepreneurs, tech professionals, and other varied and interesting characters who make up this great City.  We are a fast-growing law firm that aims to provide a unique, non-traditional client experience and constantly seeks ways to improve our value to clients and the experience of our employees.

Our team is fun, friendly, and committed to excellence.  As a small group, each person is trusted to work diligently without heavy supervision.  We have a collaborative approach which recognizes that all members of our team contribute to the success of our firm and the satisfaction of our clients.  

Responsibilities:

·       Meet with prospective clients either in person or via phone or video conference to explain various estate planning options and guide them toward the option that best suits their needs.

·       Follow up with prospective clients following the meeting.

·       Brief attorney on the matter and facilitate introduction and transition of client to attorney for work on their matter.

·       Maintain contact with clients throughout their engagement with the firm to ensure satisfaction with their experience.

• Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your discussions with prospective clients.

·       Collaborate with other members of the team to create efficient processes and improve the client experience.

·       Keep detailed notes in a central database documenting all communications with prospective clients.

Work Environment

The Village Law Firm provides a supportive and collaborative work environment. We value teamwork, open communication, and a commitment to excellence.  As a Client Engagement Specialist, you will work closely with our attorneys and other team members, contributing to the success of our clients and the firm. We encourage employees to develop new skills and help guide them in their career path. 

If you are a motivated individual who is passionate about helping others and thrives in a client-focused environment, we would love to hear from you.

Requirements

• 3+ years of sales experience, preferably in a professional services business.
• Warm, friendly, and empathetic disposition.
• Excellent interpersonal and written and oral communication skills.
• Confident making presentations.
• Ability to explain complicated concepts in a way that is easy for prospects to understand.
• Desire to continually improve your skills and knowledge.
• Independent, self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills.
• Proactive, can-do attitude, with great follow-through and resourcefulness along with attention to detail.  

Benefits

Compensation: $80k - $200k

• Health Care Plan (Medical, Dental & Vision)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Flexibility to Work From Home