Senior Client Intake Specialist

16 hours ago


Dallas, Texas, United States The Matian Firm, APC Full time
Job Overview

The Matian Firm, APC is seeking a highly skilled Senior Client Intake Specialist to join our team. As a key member of our client intake process, you will be responsible for screening potential clients, obtaining case details, and working closely with our attorneys to determine the best course of action.

Key Responsibilities:

  • Screen telephone calls and schedule attorney-client consultations
  • Monitor potential new client inquiries and establish relationships with clients
  • Update logs and reporting systems to reflect the status of potential new clients
  • Conduct potential new client interviews with empathy and compassion
  • Schedule appointments for potential clients and take accurate notes during initial consultations
  • Collaborate with attorneys to complete the initial consultation process and assist with administrative tasks
  • Write emails, transcribe notes, research legal documents, and perform other administrative tasks as needed

Requirements:

  • Bilingual (English/Spanish) with full proficiency required
  • Minimum 3 years of sales experience and customer service experience a major plus
  • Strong background with performance-based metrics and case management software experience a plus
  • Resourceful and motivated to solve issues as they arise and a proven track record to meet goals and deadlines
  • Ability to work weekends and a strong background in Immigration and Criminal Defense a strong preference

The Matian Firm, APC offers a competitive compensation package, including medical, dental, and vision insurance, a 401(k) plan, and other benefits. We are an equal employment opportunity employer and welcome applicants from diverse backgrounds. Apply now to join our team and take the first step in your career development.



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