Senior Client Intake Specialist
4 weeks ago
We are seeking a highly skilled Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our business development team, you will be responsible for screening potential clients, obtaining case details, and collaborating with our attorneys to complete the initial consultation process.
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 client interviews with empathy and compassion
- Schedule appointments and take accurate notes during initial consultations
- Collaborate with attorneys to complete the initial consultation process
- Assist with administrative tasks related to opening new cases and maintaining databases
- Bilingual (English/Spanish) with full proficiency required
- Minimum 3 years of sales experience required, customer service experience a major plus
- Strong background with performance-based metrics
- Case Management software experience a major plus
- Resourceful and motivated to solve issues as they arise
- Proven track record to meet goals and deadlines
- Ability to work weekends
- Immigration and Criminal Defense experience strongly preferred
- Competitive salary range: $65,000 - $75,000
- Medical, dental, and vision insurance
- 401(k) plan
- Catered lunches
- Complimentary parking
- 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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Senior Client Intake Specialist
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