Client Intake Specialist

2 weeks ago


Rancho Cucamonga, California, United States The Matian Firm, APC Full time
Job Title: Client Intake Specialist

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
Requirements:
  • 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
What We Offer:
  • 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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