Client Intake Specialist
1 month ago
We are seeking a highly skilled Client Intake Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a critical role in screening leads, obtaining case details, and determining whether a case should be retained or not.
Key Responsibilities:- Screen telephone calls and schedule attorney-client consultations
- Persistently monitor potential new client inquiries and establish relationships with clients
- Update logs and reporting systems to reflect the status of potential new clients
- Conduct potential new client interviews with empathy and compassion
- Schedule appointments for potential clients and take accurate notes during initial consultations
- Collaborate with attorneys to complete the initial consultation process and assist with administrative tasks related to opening new cases
- Bilingual (English/Spanish) with full proficiency
- Minimum 3 years of sales experience, with customer service experience a major plus
- Immigration experience required
- Strong background in performance-based metrics and case management software experience a plus
- Resourceful and motivated to solve issues as they arise, with strong attention to detail and a proven track record of meeting goals and deadlines
- Competitive compensation package, including a 401(k) plan
- Medical, dental, and vision insurance
- Catered lunches, complimentary parking, and paid time off
- A dynamic and inclusive work environment with opportunities for career development
The Matian Firm, APC is an equal employment opportunity employer, welcoming candidates from diverse backgrounds and committed to providing an inclusive and open work environment.
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Senior Client Intake Specialist
1 month ago
Austin, Texas, United States The Matian Firm, APC Full timeJob Title: Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client onboarding process, you will be responsible for screening potential clients, obtaining case details, and collaborating with our attorneys to ensure operational...
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Senior Client Intake Specialist
4 weeks ago
Austin, Texas, United States The Matian Firm, APC Full timeJob DescriptionWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. The ideal candidate will have a strong background in sales and a desire to grow within the legal industry.The Intake Specialist will be the point of contact with prospective clients, screening leads and obtaining case details to determine if...
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Senior Client Intake Specialist
4 weeks ago
Austin, Texas, United States The Matian Firm, APC Full timeWe are seeking a highly skilled and experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As the first point of contact with prospective clients, this role requires strong business development skills and the ability to work well with people.Key Responsibilities:Screen telephone calls and schedule attorney-client...
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Senior Client Intake Specialist
4 weeks ago
Austin, Texas, United States The Matian Firm, APC Full timeJob OverviewThe Matian Firm, APC is seeking a highly skilled Senior Client Intake Specialist to join our team in Austin. As the first point of contact for prospective clients, this role requires exceptional customer service skills, business development acumen, and the ability to work well under pressure.Responsibilities:Screen incoming client calls and...
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Statewide Intake Specialist
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Statewide Intake Specialist
4 weeks ago
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Statewide Intake Specialist
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Protective Services Intake Specialist V
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Statewide Intake Specialist
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Intake Coordinator
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Quality Assurance Specialist III
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