Client Intake Specialist
4 weeks ago
Law Office of Adriane S. Grace, PLLC • Frisco, TX, US Posted 8 days ago Description We’re a small law firm looking for an efficient, organized legal assistant to support our staff and clients. As a legal assistant, you will serve as the first point of contact for clients and will be responsible for handling all client intake and onboarding while providing ultimate customer service. Additionally, you will support the firm’s attorneys and production team by taking care of critical legal administrative duties to keep the business moving forward. These duties include calendaring, general office organization, and supporting client matters such as scanning, mailing, filing, telephoning, data entry, witnessing, notarizing, and client follow-up. Finally, you will assist with implementing the firm’s marketing and business development strategies. This can include assisting with mailing, telephone, and social media campaigns directed to former, current, and prospective clients and referral sources developed by the firm’s managing attorney and marketing contractors. If you have experience in a law firm environment, are passionate about helping people with their personal problems (clients), want a meaningful career where you know your work will directly and positively impact a person's life, and are looking for a rewarding opportunity in the legal industry, we want to connect with you Responsibilities Providing excellent customer service while processing all new potential client calls during client intake and onboarding process Organizing client files, both paper and electronic Scheduling meetings with clients E-filing and other administrative support to the legal staff Drafting correspondence to clients and other third parties Communicating with clients with updates and gathering information Assisting at estate planning signings and other client meetings Updating the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, meetings scheduled, referral sources, and other key metrics Assisting with the Firm’s business development and marketing strategies designed to connect with prospects and engage referral sources who refer prospects Assisting with the Firm’s other administrative tasks, such as filing, scanning, witnessing, and notarizing legal documents. Inventorying the office and ordering office supplies Qualifications Comfortable working with all Microsoft Office products Experience with Apple computers Minimum 2 to 3 years of experience in a law firm as an administrative assistant or secretary Spanish-speaking preference Organizational skills and communication skills are necessary for this position Education and/or work experience equivalent to a bachelor’s degree Experience with a CRM, particularly data tracking and reporting, is required Real-life experience & a few “battle scars” to give you empathy and understanding are assets Experience overcoming a major obstacle in life and making an important change so you know at your core that others can do it too is a plus Compensation $23 - $25 per hour + performance-based bonuses About Law Office of Adriane S. Grace, PLLC At the Law Office of Adriane S. Grace, PLLC we assist clients with creating meaningful legacies with confidence and grace. Whether a client needs assistance creating a Will and Trust or understanding their options upon the death or disability of a loved one, our firm’s trusted legal counsel has the experience they can rely on. We also believe that legacy planning is so much more than just drafting legal documents and making court appearances. We know that listening to a client’s story is key to creating a legal plan of action unique to their goals. When a client feels heard, they gain the confidence to overcome hardships such as the death of a loved one or a disabling illness. #J-18808-Ljbffr
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Client Intake Coordinator
4 weeks ago
San Francisco, California, United States Bighorn Law Full timeJob Title: Client Intake SpecialistWe are seeking a highly organized and detail-oriented Client Intake Specialist to join our team at Bighorn Law. As a Client Intake Specialist, you will be the first point of contact for clients and will be responsible for handling all client intake and onboarding processes while providing exceptional customer service.Key...
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Client Intake Specialist
4 weeks ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescriptionAre you passionate about helping people?We are looking for a highly organized Intake Specialist for our growing law firm.When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialist provides our potential clients with the ultimate telephone experience. It requires the right...
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Client Intake Specialist
4 weeks ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescription Are you passionate about helping people? We are looking for a highly organized Intake Specialist for our growing law firm. When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialist provides our potential clients with the ultimate telephone experience. It requires the right...
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Client Intake Specialist
6 days ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescription Are you passionate about helping people? We are looking for a highly organized Intake Specialist for our growing law firm. When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialist provides our potential clients with the ultimate telephone experience. It requires the right...
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Senior Client Intake Specialist
4 weeks ago
San Jose, California, United States The Matian Firm, APC Full timeJob Title: Senior Client Intake SpecialistThe Matian Firm, APC is seeking a highly skilled and experienced Senior Client Intake Specialist to join our team. As a key member of our intake team, you will be responsible for overseeing the operational excellence of our intake process, ensuring that all potential clients are properly screened and scheduled for...
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Senior Client Intake Specialist
3 weeks ago
San Jose, California, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. This role requires a strong customer service background and the ability to screen potential client calls.Key Responsibilities:Directly oversee and ensure the operational excellence of an Intake team that handles a large...
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Intake Specialist
4 weeks ago
San Francisco, California, United States DLA Piper Full timeJob Title: Intake SpecialistDLA Piper is seeking a highly skilled Intake Specialist to support our critical risk management function. As an Intake Specialist, you will play a vital role in ensuring the firm's compliance with conflicts of interest reporting requirements.Key Responsibilities:Conduct research on corporate business structures and review...
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Client Intake Specialist
4 weeks ago
San Diego, United States Law Offices of Anna R. Yum Full timeDescription Are you passionate about helping people? We are looking for a highly organized Intake Specialist for our growing law firm. When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialist provides our potential clients with the ultimate telephone experience. It requires the right...
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Temporary Intake Specialist
3 months ago
San Francisco, United States Laaconline Full timeSummary Legal Aid at Work (LAAW) enforces and expands the employment and civil rights of low-wage workers, their families, and communities by engaging in outreach and education, providing clients with legal advice and representation, and advocating for policy reforms. LAAW has seven core program areas: Community Legal Services Disability Rights Gender Equity...
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Client Intake Coordinator
4 weeks ago
San Diego, California, United States Law Offices of Anna R. Yum Full timeJob Title: Client Intake SpecialistWe are seeking a highly organized and empathetic Client Intake Specialist to join our team at the Law Offices of Anna R. Yum. As a Client Intake Specialist, you will be the first point of contact for our prospective clients, providing them with a exceptional telephone experience.Responsibilities:Convey confidence and set...
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Senior Client Intake Specialist
5 days ago
San Jose, California, United States The Matian Firm, APC Full timeWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. This role will involve overseeing an Intake team and ensuring the operational excellence of our client relations process. The ideal candidate will have a strong background in customer service, sales, and performance-based metrics. Experience in Immigration...
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Conflicts & Intake Specialist
2 months ago
San Francisco, United States Liberty Personnel Services, Inc. Full timeThis dynamic role combines the crucial tasks of managing client intake and ensuring conflict-free representation within the law firm. You will be the first point of contact for potential clients, acting as a gatekeeper for both the firm's caseload and ethical obligations. Responsibilities: Intake: Conduct initial interviews with potential clients via...
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Client Intake Coordinator
4 weeks ago
San Diego, California, United States Law Offices of Anna R. Yum Full timeJob Title: Client Intake SpecialistWe are seeking a highly organized and empathetic Client Intake Specialist to join our team at the Law Offices of Anna R. Yum. As a key member of our client services team, you will be responsible for providing exceptional telephone experiences to our prospective clients, helping them navigate their legal needs and...
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Client Intake Coordinator
4 weeks ago
San Diego, California, United States Law Offices of Anna R. Yum Full timeJob SummaryWe are seeking a highly organized and empathetic Intake Specialist to join our team at the Law Offices of Anna R. Yum. As a key member of our client services team, you will be responsible for providing exceptional telephone experiences to our prospective clients, setting the tone and pace of their calls, and demonstrating exceptional communication...
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Intake Specialist
2 weeks ago
San Antonio, Texas, United States Heard & Smith Full timeJob Title: Intake SpecialistHeard & Smith is seeking a highly motivated and detail-oriented Intake Specialist to join our team. As the first point of contact for potential clients, you will play a critical role in guiding them through the screening process and determining their eligibility for Social Security Disability (SSD) and/or Social Security Income...
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Senior Client Intake Specialist
3 weeks ago
San Jose, California, United States The Matian Firm, APC Full timeSenior Intake Sales CloserWe are seeking an experienced Senior Intake Sales Closer to join our team at The Matian Firm, APC. As a key member of our intake team, you will be responsible for overseeing the operational excellence of our Intake team, handling a large volume of incoming client calls, and ensuring the highest level of customer...
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Intake Specialist
2 months ago
San Francisco, United States DLA Piper Full timeDLA Piper Intake Specialist San Francisco, California Apply Now DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve....
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Client Intake Coordinator
4 days ago
San Diego, California, United States Law Offices of Anna R. Yum Full timeJob DescriptionWe are seeking a highly organized and empathetic Intake Specialist to join our team at the Law Offices of Anna R. Yum. As a key member of our client services team, you will be responsible for providing exceptional telephone experiences to our prospective clients.Responsibilities:Convey confidence and set the tone for client interactionsShow...
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Clinical Intake Specialist
1 week ago
San Antonio, Texas, United States Endeavors Full timeJob Summary:The Clinical Intake Specialist will provide critical support to the Steven A. Cohen Military Family Clinic as the first point of contact for services. This role will conduct virtual and walk-in referral screeners using an electronic health record system to initiate services for eligible clients. The Clinical Intake Specialist will work closely...
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Intake Specialist
4 weeks ago
San Diego, United States Legal Aid Society of San Diego Full timePosition SummaryUnder supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectfully interview potential applicants for legal services who may be under stress of...