Veliz & Associates, PA.
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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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
#J-18808-Ljbffr