Client Review and Disbursement Specialist
The Client Review and Disbursement Specialist (CRDS) plays a key role in elevating the firm’s client experience, collecting high-quality client reviews, actively increasing the volume of the firm’s client reviews, and supporting an efficient in-person disbursement process.
This role serves as the bridge between marketing, case management, and accounting/disbursement, ensuring clients have a smooth, supportive, and professional settlement experience while also increasing the firm’s online reputation through structured review generation.
This position is highly client-facing and requires professionalism, warmth, and strong communication skills. The ideal candidate is highly outgoing, relationship‑driven, and comfortable engaging clients both in person and by phone.
Essential Functions:
- Book daily client in-office disbursement appointments.
- Gather disbursement materials and present these to clients at the time of their appointment.
- Request client reviews for every disbursement appointment and support them in the process.
- Explain the review process clearly and help clients submit reviews when needed.
- Maintain client review generation SOPs and tack daily, monthly, and quarterly goals.
- Assist in the generation of client content by gathering video testimonials (UGC), and photography at the time of each client’s disbursement.
- Collaborate with legal teams on disbursement process.
- Monitor online platforms and escalate negative feedback appropriately.
- Work closely with the Intake and Pre-Litigation teams to ensure client satisfaction.
- Provide weekly client review performance reporting.
- Attend marketing client events and support with client review generation and client content generation as needed.
- Support other marketing functions as needed, including but not limited to client events, marketing meetings, and community events.
- Other duties as assigned.
Requirements
- 1 - 3 years of customer service, client relations, or reputation management experience.
- Bilingual (English/Spanish) is Mandatory.
- Strong people skills; warm, outgoing, professional, persuasive.
- Understanding of Google reviews, reputation platforms, and best practices.
- Strong verbal and written communication skills.
- Highly organized and able to handle feedback sensitively.
- Ability to work effectively both independently and as part of a team.
- Experience in legal, medical, or service-based industries preferred.
- Experience with review platforms or CRM tools is a plus.
Benefits
Our benefits options include:
- Paid Holidays
- PTO
- Medical
- Dental
- Vision
- Life Insurance
- STD
- LTD
- Accident
- Critical Illness
- Hospital Indemnity
- Identity Theft Insurance