Client Services Officer
Core
Frontline client intake and care role handling inbound enquiries for prospective personal injury clients.
Role type
Client Services Officer (Client Care and Intake)
Builds
Professional client intake process and solicitor case handovers
Domain
Legal services / Personal injury
Deliverable
client delivery
Required skills
inbound call handling, client enquiry assessment, CRM data entry, written and verbal summarization, risk identification, record keeping, prioritization
Preferred skills
legal services experience, personal injury experience, contact centre experience
Responsibilities
Handle incoming calls and enquiries from prospective clients, Gather relevant information and prepare clear summaries, Assess new client enquiries for solicitor review, Liaise with solicitors regarding client matters, Accurately enter client information into CRM, Escalate matters presenting professional or financial risk
Seniority
Individual Contributor
