Client Intake Coordinator

1 week ago


Alpharetta, United States Vayman & Teitelbaum P.C Full time


Vayman & Teitelbaum P.C. is expanding and is in search of a dedicated full-time Client Intake Coordinator to enhance our team. In this role, you will engage with potential clients, demonstrating empathy as you gather information about their cases, facilitate the onboarding process, and assist our attorneys in scheduling and managing their appointments.

We are committed to providing you with the necessary training and resources to thrive in a collaborative, supportive, and passionate legal environment.

If you possess prior experience in customer service, excellent communication abilities, and a genuine desire to assist others, we encourage you to consider this opportunity. Your success will be recognized, with a bonus structure linked to the number of appointments secured.



Key Responsibilities:
1. Schedule appointments for prospective clients that align with our criteria, ensuring our attorneys' calendars are well-organized and our caseload is effectively managed.

2. Conduct assessments of potential clients to identify the best fit for our firm, while actively listening to all communications with compassion.

3. Gather necessary documentation and input data into our case management system to guarantee a seamless onboarding experience for new clients and efficient management of case files.

4. Quickly evaluate the needs of potential clients regarding our services.

5. Navigate calls efficiently while adhering to established workflows.

Qualifications:
1. Proficient in computer and data entry tasks.

2. High school diploma or equivalent is required; a Bachelor's degree is preferred.

3. Exceptional communication skills and a strong sense of empathy.

4. Previous experience in the legal field is highly regarded.

5. Proficient in Microsoft Office, particularly Microsoft Excel.

Compensation:
$19 - $22 per hour



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