Legal Customer Service Representative

Trustpoint One
January 18, 2023
Albany, New York
Job Type


Trustpoint One is pleased to assist an industry leader in Albany, NY seeking a Legal Customer Service Representative.


This is a fulltime direct position and will be an on-site role.


Position Purpose and Objective:


The Legal Customer Service Representative is the primary point of contact for clients to place orders and is expected to provide these services with enthusiasm and knowledge of both the company capabilities and an understanding of the customers’ needs. They are also responsible for communicating billing terms, service and product offerings. A successful Legal Customer Service Representative will:


Knowledge and Skill Requirements:

  • Expertise in Corporate/UCC filing and document retrieval process.
  • Willingness to develop product and industry knowledge by utilizing training, tools and resources available.
  • Develop solid working relationships with your peers, Project Associates, clients and outside representatives.

Essential Job Functions:

  • Enter all necessary information for new orders into the company projects system.
  • Thoroughly review all orders for accuracy.
  • Oversee the progress of all orders from inception until invoiced and closed.
  • Ensure delivery of completed orders to clients.
  • Determine credit worthiness of clients.
  • Prioritize incoming customer requests effectively to satisfy individual client needs.
  • Develop extensive knowledge on various state statues and requirements.
  • Efficiently manage timely invoicing for services rendered.
  • Work collaboratively with Client Service Assistant (CSA).
  • Project a helpful and confident attitude when dealing with clients using effective communication techniques and best practice written and call etiquette.
  • Provide timely and helpful responses to all general inquires, order confirmations and requests.
  • Participate in the training and development of new CSRs and CSAs
  • Assist in collection of outstanding receivables.
  • Offer one stop service through having an understanding how to navigate through the organization to find answers, organize the information, and deliver a complete solution to the client.
  • Be an advocate for the customer internally and represent the company brand promise externally.


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