Client Review and Disbursement Specialist

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.

• 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 track 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 escalation 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

• 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

Our benefits options include:

• Paid Holidays
• PTO
• Medical
• Dental
• Vision
• Life Insurance
• STD
• LTD
• Accident
• Critical Illness
• Hospital Indemnity
• Identity Theft Insurance