Junior Client Intake Specialist

2 weeks ago


Phoenix, Arizona, United States The Matian Firm, APC Full time
Job Overview

The Matian Firm is seeking a Junior Client Intake Specialist to support our Legal Sales team. This position involves managing incoming client service inquiries, including scheduling appointments, evaluating cases, and addressing general inquiries. The Junior Client Intake Specialist will also be tasked with reviewing all signed agreements, including retainer and payment contracts across various departments. Fluency in Spanish is essential as we cater to the Spanish-speaking community.

Key Responsibilities:

  • Manage incoming calls, set appointments, and assess potential clients.
  • Monitor and track inquiries from prospective clients through multiple channels.
  • Respond to customer questions and direct them to the appropriate department.
  • Accurately input client data into our software database.
  • Assist attorneys with administrative duties related to initiating new cases.
  • Conduct interviews with potential clients with empathy and understanding.
  • Review all signed agreements, ensuring clarity on retainer and payment terms.
  • Verify that all necessary documentation accompanies contracts.
  • Organize contracts systematically for easy access.
  • Prepare summaries and issue lists for attorney evaluation as needed.
  • Collaborate with other departments to ensure timely review and processing of contracts.
  • Maintain the digital contract database efficiently.

Qualifications:

  • Bilingual in English and Spanish with strong written and verbal skills.
  • A minimum of 2 years of experience in client intake, preferably within the legal sector.
  • Experience with case management software is advantageous.
  • Exceptional interpersonal skills, patience, and initiative.
  • Ability to juggle multiple tasks and prioritize effectively.
  • Strong customer service orientation in dynamic environments.
  • Excellent communication skills, both written and verbal.
  • Good organizational abilities with a knack for multitasking.
  • All candidates with sales experience are encouraged to apply, regardless of legal background.

At The Matian Firm, APC, we provide comprehensive benefits including medical, dental, and vision insurance. Our competitive compensation package features a 401(k) plan, along with perks such as catered lunches, complimentary parking, paid time off, and more. Join a team dedicated to professional growth and excellence in the legal field.

The Matian Firm, APC is committed to equal employment opportunities and welcomes applicants from all backgrounds, regardless of race, color, religion, sex, national origin, age, disability, veteran status, or genetics. We strive to create an inclusive and diverse workplace.



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