Summons Liaison

Are you ready to make a meaningful impact in Client Success? As a Client Success Summons Liaison, you’ll be at the heart of our legal support pipeline, ensuring clients receive timely, detailed assistance throughout their legal journey. This role is ideal for a proactive team member with a keen eye for detail, collaborating closely with our legal partners to uphold our service standards and create a positive client experience. 

Schedule: 8-hour shift, Monday to Friday. Hours may vary based on business needs. 

Location: Fully In-Office (Irvine, CA)

Starting Pay:  $23 per hour base pay 

ABOUT THE COMPANY: Alleviate is one of the fastest growing companies in the Debt Relief space. Every day we help clients find solutions to their financial challenges. We are a vibrant and energetic organization of nearly 500 employees. Alleviate offers a fun, supportive culture with endless opportunities for growth and promotions. We are currently investing heavily in marketing and technology to ensure continued growth.  

OUR HOME: Alleviate has a 30,000 Sq foot headquarters based out of Irvine, CA. Our headquarters is located in the heart of Orange County’s booming business and finance district. Our state of the art office has 2 designer living rooms, 2 cafes, a meditation room, fully equipped work stations, and a free fitness center. We offer catered lunches, on-site food trucks, in-office games, paid parking, quarterly parties & events, volunteer events, and much more! 

OUR CULTURE: Why do our employees love working here? 

• Company-branded clothing and accessories 
• Consistent employee recognition and appreciation  
• Company-sponsored events and volunteer opportunities 

WHAT YOU'LL DO:

The Client Success Summons Liaison plays a vital role in managing the legal support pipeline, ensuring that legal plan clients receive timely, detailed, and effective support throughout the legal process. This position requires a high level of attention to detail and a proactive approach to ensure the best possible outcomes, from initial legal correspondence through to negotiated settlements or judgments. The liaison will work closely with third-party legal vendors, ensuring policies and service timelines are met, and a positive client experience is maintained. 

• Manage and monitor the legal pipeline for both Active and Non-Active Legal Plan clients, guiding them through litigation and related legal steps. 
• Serve as the primary contact between clients and third-party legal vendors, ensuring clear communication and prompt responses. 
• Drive vendor performance by establishing clear expectations, tracking results, and collaborating with the Negotiations and Payments Departments to support client satisfaction. 
• Maintain a high standard of service and compliance with all relevant regulatory guidelines, including CFPB, FTC, and FCC requirements. 
• Set and achieve departmental goals, evaluating and reporting on productivity and service metrics regularly. 
• Actively assist in troubleshooting complex or escalated client issues 
• Coordinate and manage the flow of legal documents and correspondence to ensure timely handling and compliance with company and regulatory policies. 
• Identify and differentiate various legal documents to streamline and support the legal process effectively. 
• Act as a point of contact for clients, legal vendors, and internal departments, answering questions, providing status updates, and facilitating communication. 
• Support daily production activities by tracking and reviewing case progress, identifying potential delays, and escalating issues as needed to maintain timelines. 
• Assist the Client Success Manager by compiling end-of-day (EOD) and other necessary reports, contributing to accurate data tracking and analysis. 
• Maintain open communication with the Client Success Manager regarding job-related updates, client issues, and any procedural challenges. 
• Build and maintain positive relationships with internal and external partners, handling all interactions with reliability, punctuality, and professionalism. 
• Take over client calls when needed, providing guidance, clarification, and support on case-related matters. 
• Regularly communicate essential job-related information and updates to the Client Success Manager to ensure transparency and alignment with departmental goals. 
• Participate in establishing, reviewing, and updating department and company policies and procedures to ensure they remain effective and compliant. 
• Build and strengthen relationships with interdepartmental staff and external partners, contributing to a cohesive working environment and smooth client experience. 
• Actively seek continuous improvement by implementing feedback from management and team members. 
• Attend training sessions and department meetings to stay current with industry standards and company policies. 
• Complete other duties as assigned to support the goals of the Client Success department. 
• Follow all policies and procedures for the department and Company, including personnel policies and expectations as outlined in the Employee Handbook. 
• Other duties as assigned. 

WHAT YOU'LL NEED:

• High School Diploma or GED required. 
• Minimum of 2 years in a call center environment, ideally in debt resolution.
• Proven experience in client service or customer service roles. 
• Effective in de-escalating challenging situations and making quick, sound decisions. 
• Highly detail-oriented with the ability to prioritize under pressure. 
• Strong organizational and multitasking abilities for timely task completion. 
• Exceptional communication skills, both written and verbal, with a persuasive and tactful approach. 
• Technical proficiency in MS Office Suite (Word, Excel, PowerPoint, Visio) and general computer literacy. 

• Health, dental, and vision benefits available after 30 days of employment 
• Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more! 
• 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
• Paid holidays
• 401(k) that can be elected from day 1 of employment! 
• The opportunity to work alongside an incredible group of people who are all driven to help others

Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This position must pass a post-offer pre-employment criminal background check.