Senior Client Intake Specialist
1 day ago
We are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client onboarding process, you will be responsible for screening potential clients, obtaining case details, and collaborating with our attorneys to complete the initial consultation process.
Key Responsibilities:- Screen telephone calls and schedule attorney-client consultations
- Persistently monitor new client inquiries and establish relationships with clients
- Update logs and reporting systems to reflect client status
- Conduct client interviews with empathy and compassion
- Schedule appointments and take accurate notes during consultations
- Collaborate with attorneys to complete the initial consultation process
- Assist with administrative tasks related to opening new cases and maintaining databases
- 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
- Case Management software experience a major plus
- Resourceful and motivated to solve issues
- Proven track record to meet goals and deadlines
- Ability to work weekends
- Immigration and Criminal Defense experience strongly preferred
- Competitive compensation package including a 401(k) plan
- Medical, dental, and vision insurance
- Catered lunches and complimentary parking
- Paid time off and opportunities for career development
The Matian Firm, APC is an equal employment opportunity employer and welcomes everyone regardless of their background. We are dedicated to providing an inclusive and diverse work environment.
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Senior Client Intake Specialist
1 month ago
Dallas, Texas, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior 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, obtaining case details, and working closely with our attorneys to determine the best course of action for each...
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Senior Client Intake Specialist
1 month ago
Dallas, Texas, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior 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 prospective clients, obtaining case details, and determining whether a case should be retained.Responsibilities:Client Screening: Screen telephone...
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Senior Client Intake Specialist
1 month ago
Dallas, Texas, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless onboarding experience for our clients.Key Responsibilities:Client Screening: Screen...
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Senior Client Intake Specialist
3 weeks ago
Dallas, Texas, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Responsibilities:Client Screening: Screen telephone calls and emails to...
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Senior Client Intake Specialist
3 days ago
Dallas, Texas, United States The Matian Firm, APC Full timeJob Title: Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Key Responsibilities:Screen telephone calls and schedule...
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Senior Client Intake Specialist
4 weeks ago
Dallas, Texas, United States The Matian Firm, APC Full timeJob Title: Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Key Responsibilities:Screen and qualify potential new...
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Senior Client Intake Specialist
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Dallas, Texas, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. This role requires strong sales experience and a desire to grow within the legal industry.Key Responsibilities:Screen telephone calls before scheduling an attorney-client consultationPersistently monitor all potential new...
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Dallas, Texas, United States undisclosed Full timeJob Title: Intake SpecialistAt Heard and Smith, LLP, we are seeking a highly motivated and detail-oriented Intake Specialist to join our team. As the first point of contact for potential clients, you will play a critical role in guiding them through the screening process and determining their eligibility for Social Security Disability (SSD) and/or Social...
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