Client Welcome Specialist

24 hours ago

Manila, National Capital Region, Philippines Staff4Me Full time $70,000 - $120,000 per year

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.

  • Client Welcome Specialist

    1 day ago

    Manila, National Capital Region, Philippines Staff4Me Full time $104,000 - $130,878 per year

    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 to1. Handling Incoming CallsMaintain a courteous and professional tone at all times.Answer calls promptly and create a welcoming first impression on behalf of the Firm.Direct or...

  • MAS BTS Client Service Client Support Specialist

    3 weeks ago

    Manila, National Capital Region, Philippines ADP Full time

    OverviewMAS BTS Client Service Client Support Specialist (Contingent) at ADP. This role focuses on delivering world-class service to clients and collaborating with internal resources to meet deadlines and business goals. The position emphasizes professionalism, adaptability in a fast-paced environment, and adherence to ADP's mission, vision, and...

  • US Tax Client Specialist

    7 days ago

    Manila, National Capital Region, Philippines PERMITTED LLC Full time ₱102,725 - ₱105,144 per year

    About TaxValetWe're not just a tax company. We're an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just...

  • Welcome Team Advisor

    5 days ago

    Manila, National Capital Region, Philippines Outsourced Full time ₱150,000 - ₱250,000 per year

    About Us: Outsourced is a leading Philippines outsourcing company providing dedicated remote staff and offshore staffing services. We specialise in providing staff of the highest quality who will continue to exceed your expectations and provide benchmark offshore solutions to your business. With Outsourced you can scale your organisation quickly, easily and...

  • SALES ASSOCIATE

    7 days ago

    Manila, National Capital Region, Philippines WELCOME WORLDWIDE INC. Full time ₱180,000 - ₱215,000 per year

    Sales Associate is working closely with customers to determine their needs, answer their questions about your products and recommend the right solutions. You should also be able to promptly resolve customer complaints and ensure maximum client satisfaction.Ultimately, the duties of a Sales Associate are to achieve excellent customer service, while...

  • Client Support Specialist

    7 days ago

    Manila, National Capital Region, Philippines MicroSourcing Full time ₱250,000 - ₱500,000 per year

    Discover your 100% YOU with MicroSourcingPosition:Client Service SpecialistLocation:Ortigas, PasigWork setup & shift:Onsite | Day shiftWhy join MicroSourcing?You'll have:Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance...

  • Client Intake

    5 days ago

    Manila, National Capital Region, Philippines Emapta Full time ₱1,200,000 - ₱2,400,000 per year

    Where Caregivers Get the Care They Deserve Our client is transforming the future of caregiving by putting family caregivers at the center of care. Through hourly compensation, personalized coaching, peer communities, and AI-powered tools, they empower caregivers to support loved ones with dignity-without sacrificing their own well-being. Backed by leaders...

  • Client Intake

    5 days ago

    Manila, National Capital Region, Philippines Emapta Global Full time $104,000 - $130,878 per year

    Where Caregivers Get the Care They DeserveOur client istransforming the future of caregiving by putting family caregivers at the center of care. Through hourly compensation, personalized coaching, peer communities, and AI-powered tools, they empower caregivers to support loved ones with dignity-without sacrificing their own well-being. Backed by leaders in...

  • US Tax Client Specialist

    7 days ago

    Manila, National Capital Region, Philippines TaxValet Full time ₱40,000 - ₱60,000 per year

    About TaxValetWe're not just a tax company. We're an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just...

  • US Tax Client Specialist

    7 days ago

    Manila, National Capital Region, Philippines TaxValet — Fractional Sales Tax Department Full time ₱250,000 - ₱500,000 per year

    About TaxValetWe're not just a tax company. We're an emotions company.We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just so...