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Veliz & Associates, PA.

Client Relations Specialist

Veliz & Associates, PA., Coral Gables, Florida, United States

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Overview Veliz & Associates, P.A. – Coral Gables, FL, is hiring a Client Relations Specialist. In this role, you’ll be the first point of contact for potential clients, deliver a concierge-level experience, and support the firm’s growth through client relationship management and marketing initiatives. This position is ideal for someone with prior law firm experience (such as a paralegal, intake, or client services role) who wants to move into a client relations role with long-term career potential. Compensation: $70,000 – $80,000 annually, plus performance incentives.

Responsibilities

Serve as the first point of contact for potential estate planning and probate clients

Provide a warm, professional, concierge-level experience during all interactions

Guide prospective clients through initial consultations and assist with onboarding

Maintain relationships with referral partners and past clients

Support marketing efforts, including communications, events, referral outreach, and client development projects

Keep accurate client records and provide monthly reports to the founding attorney

Contribute to firm growth by strengthening client engagement and satisfaction

Qualifications

Minimum of two years’ experience in a law firm setting (intake, paralegal, client services, or administrative support)

Fluent in

Spanish

(required)

Strong interpersonal and communication skills with the ability to connect with diverse clients

Reliable, adaptable, detail-oriented, and highly organized

Familiarity with Microsoft Office (Outlook, Word, Excel) preferred

Experience with

Clio Manage and Clio Grow

is a plus

Background in estate planning, probate, or related practice areas is a plus

Compensation $70,000 - $80,000 per year, plus performance incentives

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