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Client Intake Specialist

3 months ago


Doral, United States Matian Firm Full time

Our office is actively looking to hire an experienced Client Intake Specialist (Immigration), with a desire to grow within the legal industry. This position must be staffed by an individual who is trustworthy, organized and works well with people. Discretion and integrity are top priorities. The ideal candidate for this role must be customer service orientated with extremely strong attention to detail, and possess the aptitude to accurately screen potential client calls. The ideal candidate will bring operational excellence to a team that handles a large volume of incoming client calls. Experience in the area of Immigration law is preferred.

Accurately screen telephone calls before scheduling an attorney-client consultation

Persistently monitor all potential new client inquiries (email, internet, phone & referrals)

Immediately contact every potential client & establish rapport with client

Continuously follow up with pending inquiries

Update logs and reporting systems to reflect status of all potential new clients

Conduct potential new client interviews with genuine empathy and compassion

Schedule appointments for potential clients

Take accurate notes during the attorney-client initial consultation

Work with the firm's attorneys to complete the initial consultation process

Assist attorneys with administrative tasks related to opening new cases and maintaining databases

Follow instructions from the supervising attorney and execute accordingly

Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.

Qualifications:

Must be bilingual (English/Spanish) with written and verbal proficiency

At least 2 years of experience doing intake preferably in the area of Immigration

Case Management software experience is a major plus

Professional attitude and appearance

Solid written and verbal communication skills

Ability to be resourceful and proactive when issues arise

Excellent organizational skills

Multitasking and time-management skills, with the ability to prioritize tasks

Customer service attitude

Do you have a passion for the legal field and a desire to practice within an organization with lots of room for growth? Here at the Matian Firm we offer benefits (medical, dental and vision insurance), an excellent compensation package, paid parking, paid time off, and more Come work as an Client Intake Specialist at a growing firm with opportunities to advance and learn alongside a team of professionals within the legal industry. Apply now

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We're dedicated to providing an inclusive, open, and diverse work environment.

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