Senior Client Intake Specialist

4 days ago


Dallas, Texas, 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. As a key member of our intake team, you will be responsible for screening potential clients, obtaining case details, and working closely with our attorneys to determine the best course of action for each case.

Responsibilities:
  • Screen telephone calls and email inquiries to determine the suitability of potential clients for our firm
  • Conduct thorough interviews with potential clients to gather case details and assess their needs
  • Collaborate with our attorneys to complete the initial consultation process and determine the best course of action for each case
  • Assist with administrative tasks related to opening new cases and maintaining databases
  • Provide exceptional customer service and maintain a professional demeanor at all times
Requirements:
  • Minimum 3 years of sales experience required, with a strong background in customer service
  • Bilingual (English/Spanish) with full proficiency required
  • Strong case management software experience and performance-based metrics
  • Ability to work weekends and commute to our Los Angeles office as required
  • Immigration and Criminal Defense experience strongly preferred
What We Offer:
  • Competitive compensation package, including medical, dental, and vision insurance
  • 401(k) plan and paid time off
  • Catered lunches and complimentary parking
  • Opportunities for career development and growth within our firm

We are an equal employment opportunity employer and welcome applicants from diverse backgrounds. If you are a motivated and experienced professional looking to join a dynamic team, please apply now.



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