Client Services Coordinator

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LEAP Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

⚖️ Legal

💼 Consulting

☁️ SaaS

Legal • Consulting • SaaS

LEAP Wealth is a global leader in providing cloud-based legal practice productivity solutions. With over 30 years of innovation, LEAP offers technology solutions specifically designed for law firms, enabling them to enhance productivity and efficiency with a comprehensive suite of tools. Supporting the needs of law firms in multiple countries, LEAP helps legal professionals streamline their operations, thus improving their business and service to the community.

📋 Description

• Act as the first point of contact for clients needing assistance with products and services • Answer inbound calls in a timely and professional manner • Return client voicemail messages and callback requests • Respond to assigned HubSpot cases within required timeframes • Follow up on outstanding cases to support timely resolution • Work closely with the Operations Manager to support business needs, goals, and objectives • Use multiple platforms to investigate and resolve client issues • Assist with onboarding, account maintenance, monthly billing, sundries, refunds, cancellations, and chargebacks • Keep client records accurate and up to date • Identify opportunities to improve resources, systems, and processes

🎯 Requirements

• 3 to 5 years of experience in a client support, customer service, or operations environment • Well-developed interpersonal and communication skills • Strong passion for delivering outstanding client experience • Ability to follow existing processes and suggest improvements where appropriate • Strong organisational skills and ability to prioritise tasks • Proficiency with Microsoft Office, including Excel • Ability to learn new systems quickly • Experience in the legal or financial services industry is an advantage • Experience with LEAP, practice management software, HubSpot, Stripe, or ClickUp is beneficial

🏖️ Benefits

• Medical, Dental and Vision Plans Available • 401k with Company Matching Program • Access to Wellhub • Employee Assistance Plans • Flexible PTO