Client Service Agent

Berry Law

Client Experience Agent creating a welcoming experience for Veterans seeking legal assistance at Berry Law. Engaging with clients through various communication channels and assisting in accounts receivable follow-ups as needed.

Posted 5/2/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Engage with potential and existing clients via inbound and outbound phone calls, text, and email with professionalism and empathy
Listen actively to client concerns and build genuine rapport at every touchpoint
Help clients understand how Berry Law can support them — delivering clarity, reassurance, and trust throughout their journey
Maintain accurate records and client notes in the CRM to ensure continuity and a seamless experience
Collaborate closely with teammates to elevate the client journey and deliver 'white-glove' service
Consistently meet or exceed team goals related to service quality, responsiveness, and conversions
Route calls appropriately to the correct team members or departments
Execute systematic follow-up communications (calls, emails, texts) with clients who have outstanding balances
Accept payments via debit/credit card and establish eCheck payment plans when clients are unable to pay in full
Use empathy and assertiveness to resolve outstanding accounts while preserving the client relationship
Document all AR-related client interactions accurately in the case management system
Manage AR items by updating statuses, completing activity checkboxes, and creating follow-up tasks
Apply sound judgment to identify when to escalate disputes or payment issues versus resolve independently

Requirements

What you’ll need

High school diploma required
Background in sales, customer service, or a fast-paced competitive field (sports, academics, or work experience)
A positive, coachable attitude and a hunger to learn and grow
Communication: Professional phone and written communication skills; ability to handle both client service and sensitive financial conversations with empathy and confidence
Emotional Intelligence: High EQ with the ability to remain calm, compassionate, and solution-focused under pressure
Systems Proficiency: Comfortable navigating multiple platforms including CRM and case management systems
Attention to Detail: Accurate documentation and data entry; ability to follow structured procedures precisely
Problem-Solving: Sound judgment to identify when to escalate vs. resolve independently
Adaptability: Ability to shift between client engagement and AR responsibilities as needed
A naturally curious mindset and drive to ask meaningful questions
Self-starter who thrives in both team and independent environments
Ability to maintain confidentiality and handle sensitive information with discretion

Benefits

Comp & perks

Personalized onboarding, ongoing coaching, and mentorship
Weekly, monthly, and annual recognition programs
Financial incentives, bonus structures, and growth opportunities
Award-winning culture committed to excellence and mission
Training provided | Remote work available after training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicesalesdata entryaccounts receivablepayment processingcase managementdocumentationfollow-up communicationsproblem-solvingattention to detail

Soft Skills

empathycommunicationemotional intelligenceadaptabilityactive listeningrapport buildingsolution-focusedpositive attitudeself-startercuriosity