Client Experience Associate

Client Experience Associate (Legal Office)

Location: Burlington, WI (In-Office)

Job Type: Full-Time | Monday–Friday | 8:00 AM–4:30 PM

Compensation: $23/hour (based on experience) + Benefits

About Us

We are a fast-growing law firm with offices in Burlington and Green Bay, WI. Our culture is our greatest asset, collaborative, supportive, and filled with team members who enjoy working together and often socialize outside the office. We’re looking for a dedicated team player to join our dynamic intake and administrative support team.

Position Summary

The Client Intake & Administrative Assistant is the first point of contact for all new and returning clients. This role is critical in ensuring client information is handled with precision, follow-ups are timely, and files are processed accurately. You’ll report directly to our Client Experience Manager and play a key role in keeping our operations smooth and professional.

Key Responsibilities

• Greet clients and notify the legal team upon arrival
• Manage and follow up with all new leads via phone and email
• Enter client information into Lead dashboards accurately and promptly
• Schedule case evaluations with our Client Experience Manager
• Send, track, and follow up on retainer agreements and credit card authorization forms
• Process payments and open files in Clio Manage
• Send welcome letters and assign tasks post-retention
• Maintain a high level of accuracy in all data entry and conflict checks
• Open and organize physical case files as needed
• Collaborate and adapt to changing priorities and responsibilities as the firm grows

Ideal Candidate

• Extreme attention to detail
• Strong written and verbal communication skills
• Comfortable working in a fast-paced, evolving environment
• Friendly and professional demeanor
• Technologically proficient and quick to learn new platforms
• Prior legal or administrative experience preferred but not required

How To Apply:

Interested candidates are invited to send a resume outlining their qualifications

Candidates must also call (503) 479-5783, listen to the recording, and leave a message. Applicants that skip this step will NOT be considered.

Job Type: Full-time

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Ability to Commute:

• Burlington, WI 53105 (Required)

Work Location: In person