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.

• 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