Job Description

About Us:
We are a growing law practice dedicated to defending businesses against merchant cash advance companies and related financial disputes. We provide strategic legal guidance, negotiation, and defense while focusing on clear communication and strong client advocacy.

About the Role:
The Customer Service and Phone Specialist will be responsible for speaking with prospective clients, explaining our services, and guiding them through the intake and consultation process. Day-to-day responsibilities include handling inbound and outbound calls, qualifying leads, following up with prospective clients, maintaining accurate records, and helping turn inquiries into clients. You will work closely with attorneys and support staff to ensure a smooth transition from the initial call to legal representation. The role also includes meeting performance goals, participating in ongoing training, and helping improve processes that enhance the client experience and support company growth.

Growth Opportunity:
There is significant room for growth within the company. As the firm continues to grow, strong performers will have opportunities to take on additional responsibilities, develop their skills, and advance into leadership and management roles. Career advancement also comes with increased financial benefits, including opportunities for higher compensation and greater earning potential as your responsibilities, performance, and contributions to the company grow.

Qualifications:

• Excellent communication skills – Able to speak and write clearly and professionally.
• Customer service experience – Comfortable answering questions, handling concerns, and working with clients.
• Sales experience – Able to qualify leads, follow up with prospects, and turn leads into clients.
• Training or mentoring experience – Willing to learn quickly and support other team members.
• Goal-oriented – Comfortable working toward sales goals and performance targets.
• Professional experience – Experience in a legal, financial, or professional services environment is a plus.
• Computer skills – Comfortable using CRM systems, email, spreadsheets, and basic office software.
• Organized and dependable – Able to manage multiple tasks, maintain confidentiality, and work well in a fast-paced environment.
• On-site availability – Must be able to work on-site in Oceanside, NY.
• Education – High school diploma or equivalent required. Additional education in business, communications, or a related field is a plus.