Client Acquisition Representative

Job Summary:

The Client Acquisition Representative serves as a critical first point of connection for prospective clients engaging with Cordell & Cordell. This role is responsible for guiding new client inquiries, building rapport, and securing initial consultations through thoughtful communication and strong appointment-setting skills.

This position plays an important role in supporting the firm’s continued growth by helping convert inbound interest into meaningful client relationships. Success in this role requires excellent communication skills, strong organizational ability, comfort working in a fast-paced environment, and a proactive approach to engaging and nurturing prospective clients.

This role will require working in-office initially, with the potential to evolve to hybrid or fully remote over time as skills are established. The position requires working 8-hour shifts, potentially from 10:00am – 7:00pm Central time (department hours are 7:00am – 7:00pm). The role is hourly, with opportunities for overtime and significant monthly performance-based incentives tied to appointment quality, engagement, and contribution to new client development.

Work location: Hybrid.  This role is largely remote with necessary equipment provided, but may require some days in the office particularly for initial training.  Working in-office is also acceptable.

Responsibilities:

• Serve as the first point of contact for prospective clients via phone, chat, and email, delivering a high-touch, professional experience
• Engage and guide new inquiries, helping individuals understand available services and next steps
• Support the firm's growth by helping convert inbound interest into scheduled consultations and new client relationships
• Build rapport and trust with prospective clients through clear, empathetic, and confident communication
• Schedule initial consultations and coordinate availability, ensuring a seamless appointment-setting experience
• Perform conflict checks and ensure accurate intake of client information
• Maintain consistent follow-up and engagement with prospective clients to support ongoing interest and decision-making
• Assist in lead development and nurturing by keeping interactions organized, timely, and responsive
• Handle scheduling challenges with a solution-oriented mindset and professionalism
• Maintain accuracy and completeness of all client and scheduling data across systems
• Contribute to individual and team goals related to appointment volume, engagement quality, and client experience
• Identify and escalate issues that may impact the client experience or indicate broader trends
• Participate in ongoing training to enhance communication, engagement, and client development skills
• Handle sensitive client information with discretion, care, and accuracy
• Other duties as assigned
• Alerts management of issues or concerns that require escalation for complete resolution or which may indicate a larger, underlying problem.
• Updates job knowledge by participating in up-training opportunities.
• Handles sensitive client data with utmost discretion, care, and accuracy.
• Other duties as assigned.

Minimum Requirements:

• High school diploma or general education degree (GED)
• College degree and other certificates are helpful/desired
• Previous experience in business development, contact center, appointment scheduling, Professional services customer service, client engagement, or other high-end service-based environments
• Strong verbal communication skills, especially over the phone
• Ability to build rapport quickly and guide conversations effectively
• Basic computer proficiency, including typing and email communication
• Experience with a CRM (SalesForce) or SmartAdvocate is a plus
• Experience with SharePoint and all MS products is preferred
• Work location: Hybrid. This role is largely remote with necessary equipment provided, but may require some days in the office for meetings or training. Working in-office is also acceptable if preferred.
• Work Hours: Full-time, Monday through Friday.

Core Values:

• Collaboration: We work seamlessly together, leveraging collective strengths to support shared goals and deliver the best outcomes for clients.
• Responsiveness: We act quickly and effectively to meet the needs of current and prospective clients while adapting to changing priorities.
• Culturally Positive: We foster curiosity, critical thinking, and a willingness to challenge the status quo in pursuit of better outcomes.
• Customer Service: We are committed to exceeding expectations by anticipating needs and delivering a consistently high-quality client experience.

Acknowledgement:

The above statements describe the job’s essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.