Senior Client Intake Specialist
4 weeks ago
We are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. The ideal candidate will have strong sales experience and a desire to grow within the legal industry.
The Intake Specialist will be the point of contact with prospective clients, screening leads and obtaining case details to determine if a case should be retained. This position requires an individual who is business development oriented and works well with people.
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 (can maintain complex spreadsheets)
Qualifications
- Bilingual (English/Spanish) with full proficiency REQUIRED.
- Minimum 3 years of sales experience required, customer service experience a major plus
- Strong background with performance-based metrics
- Case Management software experience is a major plus
- Resourceful and motivated to solve issues as they arise
- Proven track record to meet goals and deadlines
- Must be able to work weekends
- Immigration and Criminal Defense experience is strongly preferred.
We offer a competitive salary range of $65,000 - $75,000, medical, dental, and vision insurance, a 401(k) plan, catered lunches, complimentary parking, paid time off, and more. Apply now to be part of our growing firm and its opportunities for your career development.
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. We are dedicated to providing an inclusive, open, and diverse work environment.
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