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Law Firm Intake Coordinator
2 months ago
We are seeking a highly skilled and compassionate Client Onboarding Specialist to join our team at Safe Harbor Wills and Trusts. As a key member of our staff, you will play a critical role in helping us grow our caseload and provide exceptional service to our clients.
Responsibilities- Consultation Coordination: Book consultations for prospective clients with our attorneys to expand our caseload and ensure meeting schedules are accurate.
- Client Screening and Evaluation: Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
- Marketing Collaboration: Work with our marketing team to collaborate on outbound sales tactics and partnerships with other law firms to help bring in new cases.
- Excellent Communication Skills: Possess excellent verbal and written communication skills, with the ability to empathize with clients in need.
- Technical Proficiency: Be skilled with Microsoft Office, especially Microsoft Excel, and have experience with CRM and case management software.
- Customer Service Experience: Have previous customer service or sales experience, with a strong focus on providing exceptional client service.
