Client Services Representative

• Schedule appointments and maintain an organized calendar.
• Conduct basic intake tasks and gather initial client information.
• Follow up with current and potential clients as needed.
• Answer incoming calls and serve as the first point of contact for clients.
• Provide administrative support to ensure smooth daily operations.
• Maintain accurate records in the CRM system.
• Manage communication volume, particularly on high traffic days.
• Coordinate consultation calls.
• Support future sales and social media tasks as responsibilities expand.
• Assist with light marketing activities as delegated.

Client Services Receptionist

• Provide a supportive and professional experience that reflects the firm’s values.
• Assist with administrative tasks related to intake and client communication.
• Maintain accurate records of all communications and case details in Excel.
• Send digital agreements and ensure proper documentation is completed.
• Follow up with current and prospective clients to request additional information.
• Politely redirect or refer individuals whose cases do not meet criteria.
• Evaluate and triage cases to determine eligibility and alignment with practice focus.
• Respond to inquiries received via phone, text, and social media platforms.
• Manage inbound intake calls and conduct initial screening of potential clients.

Bilingual Client Care Specialist

• Manage critical communications with providers
• Verify balances and ensure accurate documentation
• Document all findings and interactions in the CRM system
• Coordinate timely follow-ups with relevant stakeholders
• Maintain professionalism and confidentiality in all communications
• Manage call volume and ensure responsiveness to client needs
• Negotiate with providers after training to secure favorable outcomes for clients
• Contact providers on behalf of clients to request and review outstanding invoices, verify balances, and confirm insurance coverage applicability
• Communicate with multiple providers and consolidate inquiries when possible to optimize efficiency.

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