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Client Intake Coordinator

2 months ago

St Louis, Missouri, United States Rose Legal Services, LLC Full time
Position Overview:
We are looking for a dedicated full-time Client Intake Coordinator to become a part of our team at Rose Legal Services, LLC. This role is ideal for individuals with a background in legal support, particularly those who have experience as paralegals or are newly certified and passionate about criminal law.

Qualifications:
While a Paralegal Certificate is not mandatory, a strong enthusiasm for criminal defense and assisting clients is essential. Previous experience in sales, whether in retail, food service, or call centers, will be advantageous.

Benefits:
  • Technology allowance
  • Paid time off (PTO)
  • Paid holidays
  • Occasional remote work opportunities
  • Health insurance stipend
  • Disability insurance
  • Retirement plan with employer matching

Key Responsibilities:
The Client Intake Coordinator serves as the initial point of contact for potential clients, making a significant first impression. Responsibilities include:
  • Responding to various forms of communication, including phone calls, emails, text messages, and online inquiries.
  • Utilizing our intake management software effectively.
  • Preparing and sending necessary legal documentation, including service agreements and payment authorization forms.
  • Maintaining communication with prospective clients.
  • Coordinating consultations with attorneys.
  • Continuously improving the intake process.
  • Participating in daily team meetings to discuss policies and priorities.
  • Providing backup support for other office functions, including client care and onboarding.
  • Assisting with general administrative tasks as needed.

Ideal Candidate:
The successful candidate will be an organized, responsible, and honest self-starter with a positive outlook. This role requires a strong ability to connect with people and a proactive approach to achieving the best outcomes for clients. The ideal individual will possess:
  • Proficiency with technology, including database software and Microsoft Office.
  • Exceptional communication skills, particularly over the phone.
  • Strong data entry capabilities and attention to detail.
  • A professional demeanor and excellent interpersonal skills.
  • Effective time management and problem-solving abilities.
  • Strong organizational skills and the ability to follow up diligently.
  • The capacity to work independently as well as collaboratively within a team.
  • Flexibility, initiative, and sound judgment.