Law Firm Intake Coordinator

7 days ago


Syracuse, New York, United States Safe Harbor Wills and Trusts Full time
Job Overview

Safe Harbor Wills and Trusts is seeking a highly skilled and compassionate Client Services Specialist to join our team. As a key member of our staff, you will play a vital role in helping us succeed by providing exceptional support to our lawyers and clients.

Key Responsibilities
  • Client Outreach and Support
    • Field inbound calls from prospective clients, providing empathetic and informative support to help them navigate their legal needs.
    • Evaluate client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
  • Case Management and Coordination
    • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate.
    • Work with our marketing team to collaborate on outbound sales tactics and partnerships with other law firms to bring in new cases.
  • Administrative Support
    • Utilize CRM and case management software to manage client interactions and case data.
    • Provide administrative support to our lawyers, including data entry and document preparation.
Requirements
  • Excellent Communication Skills
    • Excellent verbal and written communication skills required to effectively interact with clients and colleagues.
  • Technical Skills
    • CRM and case management software experience a plus.
    • Skilled with Microsoft Office, especially Microsoft Excel.
  • Previous Experience
    • Previous customer service or sales experience preferred.
    • Strong computer and data entry skills.
About Us

Safe Harbor Wills and Trusts is a boutique law firm dedicated to helping individuals and families protect their home and life savings from unforeseen health and financial issues. Our practice areas include Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. We believe in giving back to our communities and encourage our employees to participate in community and charitable events.



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