Find & Apply For Customer Service Representative Jobs in Kirkwood, Missouri

Company Description St. Louis Estate Planning, LLC is a small but growing estate planning law firm located near Kirkwood/Des Peres Missouri. We have been in business for over 10 years. We pride ourselves in being a different kind of law firm, please check out our website. We are looking for a full-time Client Care Coordinator (CCC) with Clio Grow and Clio Manage experience. This position is significant as the CCC is the first interaction our clients have with our firm and that experience must be genuine and positive. All candidates must be detail-oriented, able to think quickly and multi-task. They must be friendly, kind, empathetic, and be able to have lengthy conversations with potential clients, when required. Compensation and Benefits - $25/hour for someone with minimal Clio experience and some training required. $30/hour with more Clio experience and minimal training required. We also offer PTO, paid federal holidays, health insurance reimbursement program and a matching 401(k) program Role Description

• Handle all initial client communications via phone and email
• Follow phone call script to ensure all needed information is obtained
• Return client calls within 24 hours
• Send client initial emails, using templates
• Enter clients into our client management database (Clio)
• Keep notes in Clio for every single client interaction
• Maintain our calendar and keep client appointments up to date
• Document changes/notes in Microsoft Planner
• Email client appointment reminders
• Ensure witnesses are secured for document signings
• Update witnesses, notary and dates of signing documents
• Follow up with clients when they call to reschedule
• Handle all Decision Vault client questionnaires Qualifications college degree Strong Interpersonal Skills with an emphasis on relationship-building and empathy Phone Etiquette and Communication skills for effective and professional client interactions Commitment to delivering high standards in Customer Satisfaction and Customer Service Organizational skills and attention to detail is required Proficiency in relevant software (e.

g., Microsoft Office Suite, Excel) and Clio is a must Ability to work independently and as part of a team in an office environment Prior experience in client care or customer service is beneficial, but not required Candidate must have the following characteristics: highly organized, great at multi-tasking, friendly, kind, team-oriented, can pivot and handle stressful situations at times How to Apply Please send resume and email to Donna Pauluzzi at donna@stlestate.com, DO NOT respond through indeed

Pay:

$25.00 - $30.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) 401(k) matching Health insurance Paid time off

Education:

Associate (Preferred)

Work Location:

Hybrid remote in Kirkwood, MO 63122