Client Intake Specialist

5 days ago

Austin, Texas, United States The Matian Firm, APC Full time
Job Title: Client Intake Specialist

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
Requirements:
  • 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
What We Offer:
  • 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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