Legal Customer Service Representative – Retainer Specialist

Advocacy Solutions

Retainer Specialist guiding clients through representation forms for social security and veteran benefits. Work remotely handling client calls and ensuring proper documentation completion.

Posted 6/30/2026full-timeRemote • Florida, Illinois, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, West Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $18 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong persuasive communication skills and the ability to guide clients through electronic document signing processes. Proficient in managing high call volumes while maintaining professionalism and patience in a fast-paced environment.

Highest-signal resume keywords

Persuasive Phone PresenceTech SavvyFriendly Telephone VoiceProblem SolverHigh Call Volume Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Microsoft Office SuiteGeneral Computer Proficiency

Soft Skills

PatienceIndependent Worker

Industry Keywords

Electronic Document SigningClient Representation FormsHigh-Paced Environment

About the role

Key responsibilities & impact

Answer calls on auto dialer from potential clients.
Patiently explain the documents to the clients.
Walk the clients through the process of how to electronically sign documents via text and email.
Document the calls accordingly so that our phone system can dial the next call.
Performs other related duties as assigned.

Requirements

What you’ll need

Must have a persuasive phone presence and have the ability to persuade the client to complete the representation forms.
Must be tech savvy and must be able to explain to a non-tech savvy client how to electronically sign documents by text and email.
Must have a friendly, professional telephone voice.
Must be patient with clients.
Must be a problem solver.
Must be an independent worker.
Must be able to handle a high call volume with back-to-back calls; hundreds of calls per day.
Ability to function well in a high-paced and at times stressful environment.
Proficiency with Microsoft Office Suite and general computer proficiency.
Reliable and dependable attendance is essential.
Must be able to work Monday through Friday from 9:00 am to 6:00 pm EST.
Bilingual is preferred.

Benefits

Comp & perks

health, dental, and vision insurance
company paid life insurance and disability insurance
401(k) plan with an employer match
paid time off after 90 days of employment
ten company paid holidays