Client Intake Specialist
2 weeks ago
We are seeking a highly motivated and organized 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 potential clients, gathering case details, and ensuring operational excellence.
Responsibilities:- Screen and qualify potential clients through phone calls, emails, and referrals
- Conduct thorough interviews with potential clients to gather case details and assess their needs
- Update and maintain accurate records and reporting systems
- Collaborate with our attorneys to complete the initial consultation process
- Assist with administrative tasks related to opening new cases and maintaining databases
- Provide exceptional customer service and ensure a positive experience for our clients
- Minimum 3 years of sales experience required, with a strong background in customer service
- Bilingual (English/Spanish) with full proficiency
- Strong attention to detail and ability to work in a fast-paced environment
- Ability to work weekends and commute to our Los Angeles office as required
- Competitive compensation package, including medical, dental, and vision insurance
- 401(k) plan and opportunities for career development
- Catered lunches, complimentary parking, and paid time off
We are an equal employment opportunity employer and welcome applicants from diverse backgrounds. If you are a motivated and organized individual with a passion for sales and customer service, we encourage you to apply for this exciting opportunity.
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Client Intake Specialist
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Client Intake Specialist
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Rancho Cucamonga, California, United States The Matian Firm, APC Full timeJob Title: Client Intake Sales SpecialistWe are seeking an experienced Client Intake Sales Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a crucial role in screening leads, obtaining case details, and determining whether a case should be retained.Key Responsibilities:Screening and...
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Client Intake Specialist
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