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Client Welcome Specialist / Client Relations Specialist at Staff4Me. The. Client Welcome Specialist. is responsible for ensuring a positive and professional first impression for all potential and existing clients. Duties include, but are not limited to. 1. Handling Incoming Calls. . Maintain a courteous and professional tone at all times. . . Answer calls promptly and create a welcoming first impression on behalf of the Firm. . . Direct or screen calls as appropriate. . . Use firm-approved scripts and processes to: . . . Conduct case assessments. . . Collect required information. . . Schedule appointments. . . . 2. Making Outbound Calls. . Welcome new seminar registrants. . . Follow up with individuals who requested information to confirm receipt and offer further assistance. . . Contact prospective new clients (PNCs) who have not yet scheduled an appointment. . . 3. Lead and Client Engagement. . Respond promptly to web leads and chatbot inquiries with the goal of converting them into scheduled consultations or seminar registrations. . . Capture detailed notes documenting all interactions and information shared. . . 4. Post-Marketing Follow-Up. . Call seminar/webinar attendees within 1 business day to schedule consultations. . . Complete follow-up calls as directed by the Firm’s system. . . Follow up on marketing campaigns, including confirming receipt of requested materials. . . Document all attempts and results in the client database. . . 5. Documentation and Reporting. . Record all interactions in the Firm’s client database with attention to both content and quality. . . Maintain a call log to track good and bad potential client calls and their sources. . . Assist with developing, maintaining, and reporting metrics related to client experience and Firm performance. . . 6. Referral Coordination. Assist potential clients seeking services outside the Firm’s scope by coordinating appropriate referrals, either from the Firm’s referral database or in consultation with the legal team. . 7. Appointment Management. Make confirmation calls the day before scheduled appointments. . 8. Quality and Continuous Improvement. . Listen to recorded calls to identify areas for improvement. . . Provide feedback to management and marketing regarding lead quality and volume. . . Suggest improvements based on front-line experiences. . . 9. Coverage Support. Provide back-up support for Telephone Receptionists as needed.. Work Schedule . Monday to Friday 8-30 am to 5-30 pm EST. . At least . 1 year of office experience. , including use of business phone systems and office computer applications.. . Proven track record with telephone sales experience.. . Legal experience is an . advantage but not required.. . . Self-motivated, adaptable, and able to thrive in a fast-paced, changing environment. . . Strong problem-solving and analytical abilities. . . Proactive, can-do attitude, with great follow-through and resourcefulness along with attention to detail.. . Exceptional communication and interpersonal skills, with the ability to be both personable and persistent. . . Company Location: Philippines.