Client Engagement Specialist

OVERVIEW: 

We are a fast-growing family law firm located in Murrieta, California recognized as the 3rd fastest growing law firm in California, 14th in the nation as awarded by the Law Firm 500 in 2019.   We fight for professionals and business owners to survive divorce with their money in their pockets and their kids at their sides. We do this focusing on our client’s goals. We are seeking the right Client Engagement Specialist to be responsible for assisting in the marketing of the law firm and the sales of legal services. 

RESPONSIBILITIES: 

The Client Engagement Specialist will be responsible for assisting with all marketing activities of the law firm and conduct all initial consultations with prospective new clients (“PNCs”).  The Client Engagement Specialist is not permitted to make cold calls and is bound by all ethical standards as laid out by the State Bar of California 

The Client Engagement Specialist will: 

  • Engage in marketing activities for the firm at the direction of the owners including establishing relationships in the community with other businesses by way of networking events to establish the firm as the go-to family law firm in the community. 
  • Conduct initial consultations for all PNCs contacting the firm and collect more in-depth information about the PNCs and the matters for which they are seeking the firm’s help. 
  • Follow firm prescribed guidelines on how to communicate with PNCs in the most effective manner. 
  • Assure the PNCs that the firm’s attorneys and staff will be able to help them. 
  • Show compassion for their troubles. 
  • Help PNCs understand the difference between working with our firm towards the PNC’s future and explain other options that include not working with the firm. 
  • Nurture a long-term relationship with clients even past the firm’s representation of the client. 

In accordance with the ethical rules governing lawyers, the Client Engagement Specialist will not provide legal advice or enter into a legal services agreement with a PNC. Rather, the Client Engagement Specialist will prepare PNCs for hiring the firm with all legal services agreements approved and signed by a licensed California attorney. 

The selected candidate must be able to keep detailed records about the number of PNCs who contact the firm, the number of PNCs who come in for initial consultations, and the number who ultimately engage the firm. 

The Client Engagement Specialist will also be responsible for staying in contact with PNCs who do not hire the firm after their initial consultation to keep the door open for them to hire the firm when they are ready. 

PNCs who hire the firm will receive follow up calls from the Client Relations Specialist, to check in on their satisfaction and progress with their legal matter. This is for quality assurance and to ensure that the Firm is taking all possible steps to receive a five-star review from people that we help. 

SKILLS: 

The Client Engagement Specialist must be confident, articulate, diplomatic, yet willing to speak frankly to the PNC when needed with high emotional intelligence. The Client Engagement Specialist must be able to bring PNCs to the point of signing a legal services agreement with the firm. 

The Client Engagement Specialist must be self-motivated and self-directed to achieve his or her professional goals as well as the firm’s goals. 

The Client Engagement Specialist must be knowledgeable and proficient with the Windows Operating System and Microsoft Office, including Microsoft Word, Outlook, and Excel. Familiarity with Adobe Acrobat Pro, Slack, One Drive and Dropbox is preferred but not required. Experience with Client Relations Management Software such as Lawmatics is a plus, but also not required.    This position relies heavily on the use of technology.  If you do not like technology and computers, this is not the job for you. 

EDUCATION AND EXPERIENCE: 

The ideal candidate has sold high-end products like jewelry, cars, real estate, and luxury brand apparel or luxury fashion accessories. The Client Engagement Specialist should have education and/or work experience that is the equivalent of a bachelor’s degree. 

Real-life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life so you know at your core that others can do it too, is a plus. 

COMPENSATION: 

Skills and experience are required, appreciated, and valued, but personality, character, intelligence, and integrity will be paramount considerations. High-maintenance, humorless, self-entitled, or self-important individuals will not succeed in this position and need not apply. 

This position is more than a job. For the right candidate, it’s a career. Salary is commensurate with skill and experience and is negotiable. 

READY TO APPLY? 

If this exciting opportunity appeals to you, please follow the instructions listed below.

APPLICATIONS THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED. 

Send an email to greylegaljobs@gmail.com.  In the Subject line, type your last name followed by the phrase “You want clients, pick me!”  

In the body of the email write three paragraphs and a closing sentence. In the first paragraph explain what you believe are the 3 most important qualities needed in someone who works in a sales position with family law clients and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular ad. In the third, tell us something interesting about yourself that we could not know by looking at your resume. As a closing sentence please write, “I have read the instructions contained in the job posting and have followed the instructions.” 

Attach your one-page resume in .pdf format. 

Important to know. This is not a quick hire. We take our time to find the right member to join our team. If you are looking for a job quickly, do not apply. The process includes a review of your resume and cover letter, a written interview, a phone interview, and extended in-person interviews. If this bothers you, do not apply. If you fail to follow the instructions as written, you have made our job easier as we will not consider your application. If you are up for the challenge, we look forward to reviewing your application!