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Senior Client Intake Coordinator

2 months ago

Austin, Texas, United States The Matian Firm, APC Full time
Job Summary

We are seeking an experienced Sr. Client Intake Specialist to join our team in Austin. As the first point of contact with prospective clients, you will be responsible for screening leads and obtaining case details to determine if a case should be retained or not.

Key Responsibilities
  • Screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
  • Immediately contact every potential client and establish a relationship with the client
  • Update logs and reporting systems to reflect the status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Collaborate with our attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and perform accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets
Requirements
  • Bilingual (English/Spanish) with full proficiency
  • Minimum 3 years of sales experience required, customer service experience a major plus
  • Immigration Experience required
  • Strong background with performance-based metrics
  • Case Management software experience is a major plus
  • Resourceful and motivated to solve issues as they arise
  • Strong attention to detail
  • Proven track record to meet goals and deadlines
  • Must be able to work weekends
What We Offer

We offer a great compensation package including a 401(k) plan, medical, dental, and vision insurance, catered lunches, complimentary parking, paid time off, and more. Come be a part of our growing firm and its opportunities for your career development.

We are dedicated to providing an inclusive, open, and diverse work environment. The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics.