Client Relations Coordinator for Law Firm

4 hours ago


Coral Gables, Florida, United States Jacqueline Salcines Pa Full time

We are seeking a highly skilled Client Relations Coordinator to join our team at Jacqueline Salcines Pa. As an Intake Specialist, you will be responsible for supervising new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.

You will survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner. Additionally, you will work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases.

The ideal candidate will have prior legal experience performing intake and onboarding in a legal setting, and will be fluent in English and Spanish. They will also possess excellent and empathetic verbal and written communication skills, as well as CRM and case management software experience.

Responsibilities:

  • Supervise new client onboarding and current client files through data entry and paperwork collection
  • Survey potential clients to determine the right fit with our practice
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms
  • Set appointments for potential clients that meet our criteria

Qualifications:

  • Excellent and empathetic verbal and written communication skills
  • CRM and case management software experience a plus
  • Firm knowledge of spreadsheet and data management, as well as computer skills
  • Previous customer service or sales experience preferred
  • High school diploma or equivalent required; Bachelor's degree preferred
  • Skilled with Microsoft Office, especially Microsoft Excel
  • Background in the legal industry preferred


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