Senior Client Intake Specialist

1 week ago


San Jose, California, United States The Matian Firm, APC Full time
Senior Client Intake Specialist

We 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 volume of incoming client calls.
  • Review and assign new business intake, screen telephone calls before scheduling an attorney-client consultation, and persistently monitor all potential new client inquiries.
  • Establish relationships with clients, follow up with pending inquiries, and update logs and reporting systems to reflect the status of all potential new clients.
  • Conduct potential new client interviews with genuine empathy and compassion, schedule appointments, and take accurate notes during the attorney-client initial consultation.
  • Collaborate with attorneys to complete the initial consultation process, assist with administrative tasks related to opening new cases, and maintain databases.
Requirements:
  • Bilingual (English/Spanish) with full proficiency.
  • 2+ years of experience in Management.
  • 3+ years of experience in Immigration Law.
  • PREFERRED BUT NOT REQUIRED: 2-3 years of customer service and/or sales experience, strong background with performance-based metrics, Case Management software experience, and a customer service attitude.
What We Offer:
  • A competitive salary of $65,000.00 to $70,000.00 per year.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • Paid parking and paid time off.

We are an equal employment opportunity employer and welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status, or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.



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