Senior Client Intake Specialist

3 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 prospective clients, obtaining case details, and determining whether a case should be retained.

Responsibilities:
  • Client Screening: Screen telephone calls and email inquiries to determine the suitability of potential clients for our firm.
  • Case Management: Obtain detailed information from potential clients, including case details and background information.
  • Relationship Building: Establish a rapport with potential clients, providing exceptional customer service and ensuring a positive experience.
  • Logistics: Update logs and reporting systems to reflect the status of potential new clients.
  • Consultation Coordination: Schedule appointments for potential clients and collaborate with our attorneys to complete the initial consultation process.
  • Administrative Support: Assist attorneys with administrative tasks related to opening new cases and maintaining databases.
Requirements:
  • Bilingual: Full proficiency in English and Spanish is required.
  • Experience: Minimum 3 years of sales experience, with customer service experience a major plus.
  • Metrics: Strong background with performance-based metrics.
  • Software: Case Management software experience is a major plus.
  • Skills: Resourceful, motivated, and able to work weekends.
  • Background: Immigration and Criminal Defense experience is strongly preferred.

We offer a competitive compensation package, including medical, dental, and vision insurance, a 401(k) plan, and more. If you are a motivated and experienced professional looking to grow your career in the legal industry, we encourage you to apply.



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