Client Service Professional at DFW Legal & Serve Co.

Job Title: Remote Customer Service Representative

Department: Client Services

Reports To: Operations Manager

Location: Remote (DFW-based preferred)

Role Summary:

The Customer Service Representative (CSR) is the first point of contact for clients of DFW Legal & Serve Co. This role is responsible for answering inquiries, processing citation drop-off requests, managing billing functions, and sending invoices. The CSR ensures a professional, courteous, and efficient experience for all clients while working remotely.

Key Responsibilities:

• Respond to phone calls, emails, and chat inquiries regarding service of process.
• Provide accurate information about services, pricing, and timelines.
• Log new service requests into the case management system.
• Verify client information and service details.
• Coordinate with process servers to ensure timely delivery.
• Generate and send invoices using billing software
• Process payments and follow up on outstanding balances.
• Maintain accurate billing records and client account histories.
• Maintain detailed logs of client interactions and service updates.
• Prepare daily and weekly reports on service requests and billing activity.
• Ensure all client documentation is stored securely and in compliance with company policy.

Skills & Qualifications:

• 2+ years in customer service, preferably in legal or professional services.
• Strong communication skills (verbal and written).
• Proficiency with CRM and billing software (ServeManager).
• Detail-oriented with excellent organizational skills.
• Ability to work independently and manage time effectively in a remote setting.