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Client Service Representative - Sales
Location:
Bloomfield Hills, MI
Description:
A Client Services Coordinator's primary focus is helping families get the help they need through our proven process. We are looking for someone with extensive client/customer service experience who enjoys working with and helping people. Much of our business is entirely virtual, but the ideal candidate for this position must be able to report daily to our Bloomfield Hills or downtown Rochester office. This is an in-office position. While the primary responsibilities of this position are client services related, sales-related experience or interest will make you successful in this role. When clients call our firm, they often do not know where to start first and sometimes are experiencing a difficult situation in their family. It is the duty of the Client Services Coordinator (CSC) to evaluate their situation, listen to their story, determine whether or not we can help them, and schedule their Initial Meeting. We do not offer free consultations, so this process requires the person sitting in this seat to accurately convey the benefits and importance of investing in and scheduling their first meeting. This is the first step in our Virtual Proven Process. The client's conversation with the CSC is the first impression they have of our firm and our team, so it is vital that this person understands not only how to help the client from a firm process perspective, but wants to help them and empathize with them on a personal level. The CSCs are involved in the client's journey from start to finish and are an integral part of every team at our firm. Rutkowski Law Firm's goal is to provide our client families with peace of mind through thoughtful planning. This means that while we approach our client's situations from a legal standpoint, we also handle their cases with an empathetic, personal touch. Success in this role will come from someone who is self-sufficient and interested in managing their own processes. Yes, we work as a team, and one of our most important Core Values relates to teamwork, but to find success, the people on our teams learn by doing and by creating processes that work for them. To complete the thought, our firm's leadership believes that micro-managing is the quickest way to drown out someone's creativity. We want this person to use the processes and systems we have in place to support our client families but to always bring new ideas and new formats to the table so that we can constantly improve the work we do for our client families. Someone with experience in client services, customer service, financial services, or sales will be able to 'hit the ground running' as a Client Services Coordinator. We mentioned earlier one of the Core Values. Below is a list of our Core Values. We have created every system and process in our firm around these six items and focus on them daily. • Teamwork makes the Dream Work!• Dynamic chameleon• Owner Mentality Growth Mindset• Family Focused• Disney Experience• Don’t act like an attorney If you've read this far and think you would do well here or thrive in this role, we are interested in speaking with you! The first step in the process is to complete the steps through Wizehire. If we review your application and believe that you would be a good fit, we will contact you to set up a brief phone interview. Depending on the tenor of that conversation, we would set up a second interview to be conducted through Zoom. Responsibilities:• Helping clients achieve their personal life and financial goals by educating them on our comprehensive legal solutions and our process• Handle all inbound calls and inquiries• Answering questions (without providing legal advice) for current clients and community referral sources• Primary point of contact internally and externally throughout the client onboarding process• Helping coordinator our referral-out process (connecting clients who are not a good fit with our firm connect with the right community partner) Qualifications:• Process & task oriented• Interest in, not devotion to, sales• Highly motivated and goal-driven, ideally with experience in evaluating and selling to prospects or clients• Exceptional people skills (customer & client relations skills & experience)• Openness to growing and to feedback provided to you by your peers and leaders• Excellent communication and negotiation skills• Prioritization, time management, and organizational skills• Ability to create and deliver presentations to your team• Familiarity with customer relationship management systems (CRMs) and Microsoft Office Suite• Technology skills. While we are not looking for the next Steve Jobs, we do require that this person have the skills needed to guide someone's family through an entirely virtual process. This means using and scheduling Zoom meetings, webinars, managing a high level of inbound leads through e-mail and phone, the constant use of a CRM and other client management systems, and various other tech-related items Compensation: $37,000 - $55,000 yearly About Company: What We Offer: Competitive salary and performance-based bonusesComprehensive health, dental, and vision benefitsOpportunities for professional development and trainingA collaborative and innovative work environmentOpportunities for career advancement within the firm To know whether or not this is the right fit for you, it is important to have a slight grasp on our Core Values and why they are so important to us. We are dedicated to working as hard as we can to provide our client families with creative legal solutions to incredibly complex or difficult situations. Through our proven process, our goal is to create an experience that is completely unique in the world of estate planning & asset protection. While we are committed to providing this level of service to our client families, we are just as committed to providing our team members. We are looking for someone local, please do not apply if you do not live within traveling distance of the metro-Detroit area.
Company:
The Rutkowski Law Firm
Posted:
April 10 on WizeHire
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More About this Listing: Client Service Representative - Sales
Client Service Representative - Sales is a Real estate Client Representative Job at The Rutkowski Law Firm located in Bloomfield Hills MI. Find other listings like Client Service Representative - Sales by searching Oodle for Real estate Client Representative Jobs.
Client Service Representative - Sales is a Real estate Client Representative Job at The Rutkowski Law Firm located in Bloomfield Hills MI. Find other listings like Client Service Representative - Sales by searching Oodle for Real estate Client Representative Jobs.