Posted 28 days ago
Client Care Specialist
@ Property Law Firm CB LLP
Oakville, Ontario
Overview
PropertyLaw is hiring a Client Care Specialist in Business Development to convert inbound real estate legal inquiries into retained files. The role involves phone, email and chat intake, presenting transparent fee quotes, routing out-of-scope matters and handling lobby hospitality. The posting requires two years of consultative client service experience and hybrid work from the Oakville/Mississauga office.
Responsibilities:
- Convert inbound real estate inquiries into retained clients
- Present fee quotes using the Proposal Quote Calculator
- Follow up on open quotes and pipeline opportunities
- Triage emails and route out-of-scope matters to counsel
- Greet walk-in clients and accept legal documents
Requirements summary:
- 2+ years consultative customer service or legal intake experience
- Strong verbal and written communication
- Proficiency with Google Workspace, Dialpad and Front CRM
- High school diploma required; business or legal admin degree preferred
- Must live in Ontario and work hybrid in Oakville/Mississauga
Tools & skills
Source and dates
Source type not verified · hibob
- Employer posting date
- 2026-10-09
- First seen by our source
- 2026-10-12
- Source record updated
- 2026-10-19
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | High school (required), College diploma (preferred), Bachelor’s degree (preferred) |
| Fields of study | Business, Communications, Legal Administration |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Property Law Firm CB LLP
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Full company description
Property Law is a national residential real estate firm with deep roots in Alberta and Ontario — and a bold vision for communities across Canada. We believe every real estate transaction is more than just paperwork; it’s a meaningful life milestone. Whether our clients are buying, selling, or refinancing, the process should be clear, empowering, and transformative — every step of the way.
- LinkedIn followers
- 425
- People associated on LinkedIn
- 40
- Reported office locations
- 2939 Portland Drive, 200, Oakville, Ontario L6H 5S4, CA
- Address: 1678 Bloor Street West, 4th floor, Toronto, Ontario M6P 1A9, CA
- 600 Crowfoot Crescent North West, 240, Calgary, Alberta T3G 0B4, CA
- 10333 Southport Road South West, 502, Calgary, Alberta T2W 3X6, CA
- Business categories
- Legal
- Law Enforcement
- Professional Services
- Other recorded names
- Property Law Firm CB LLP
- Specialties
- law
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Property Law is a national residential real estate firm with deep roots in Alberta and Ontario — and a bold vision for communities across Canada. We believe every real estate transaction is more than just paperwork; it’s a meaningful life milestone. Whether our clients are buying, selling, or refinancing, the process should be clear, empowering, and transformative — every step of the way.
| Field | Value |
|---|---|
| Industry | Law Practice |
| Company size | 51-200 employees |
| Headquarters | Oakville, Ontario |
| Organization type | Partnership |
| Year founded | 1994 |
| Specialties | law |
| Open jobs on Jobsy | 4 |
| View page |
Our Client Care team sits right at the heart of our Business Development department. You aren't just answering phones or processing forms, you are the front door, brand ambassador, and conversion engine of our firm.
The Role: What You'll Be Doing
As a Client Care Specialist, your main mission is to connect with prospective clients and referral partners who reach out about buying, selling, or refinancing a property, and guide them smoothly toward retaining our firm.
This is a consultative, service-driven conversion role. We don't do high-pressure sales pitches, cold calls, or aggressive tactics. Instead, you will win business by actively listening, educating clients on our fee value, solving problems, and building genuine trust.
Responsibilities
Core Responsibilities & Key Focus Areas1. Lead Conversion
- Inbound Conversion: Engage inbound leads over the phone, email, and chat, understanding their transaction needs and walking them through our transparent pricing and services.
- Consultative Quoting: Operate our Proposal Quote Calculator during live calls to present accurate estimates for purchases, sales, refinances, and title transfers.
- Pipeline Management: Systematically follow up with prospective clients and open quotes in our pipeline, ensuring potential opportunities never slip through the cracks.
- Referral Partner Care: Deliver exceptional service to real estate agents and brokers, positioning our firm as their preferred legal partner.
- High-Speed Triage: Monitor incoming email aliases and web quote submissions.
- Data Accuracy & Tagging: Enter 100% of proposal requests into our database, tagging lead channels and tracking status.
- Smart Routing & Escalation: Identify litigation, commercial, or out-of-scope inquiries and route them quickly to senior legal counsel or specialized teams.
- Call Excellence: Answer inbound calls with warmth and professionalism, converting inquiries into active retainers while maintaining low dropped-call rates.
- Active Discovery: Ask thoughtful questions to uncover deal closing dates, transaction complexities, and unique client requirements.
- Warm Handoffs: Seamlessly connect active clients to their assigned legal clerks or lawyers using warm transfers and clear, actionable file notes.
- Lobby Hospitality: Provide a polished, welcoming front-desk greeting to walk-in clients and scheduled appointments.
- Document & Draft Custody: Accept, log, and sign for original documents, bank drafts, and closing packages.
Requirements
What We're Looking For:- Relevant Experience: 2+ years of experience in consultative customer service, legal intake, lead qualification, or client care.
- Build Rapport With Clients & Partners: Comfortable presenting proposals, addressing fee questions, building rapport quickly, and converting price inquiries into business.
- Exceptional Communication: Clear, confident, and empathetic verbal and written communication.
- Resourceful & Detail-Oriented: Highly organized with the ability to manage multiple follow-ups, calls, and email tasks without losing track of details.
- Tech Savvy: Proficient with Google Workspace, softphone VoIP systems (Dialpad), and CRM/practice software (Front).
- Education: High School Diploma required; Associate's or Bachelor's degree in Business, Communications, or Legal Administration preferred.
- Location: Must be located in Ontario and willing to work from our Oakville/Mississauga office in a hybrid arrangement.
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