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Senior Client Intake Specialist

2 months ago

Houston, Texas, United States The Matian Firm, APC Full time
Job Title: Senior Client Intake Specialist

We are seeking a highly skilled 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 clients through phone calls, emails, and referrals
  • Conduct thorough interviews with potential clients to gather necessary information
  • Collaborate with our attorneys to complete the initial consultation process
  • Update client logs and reporting systems to reflect status of all potential new clients
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Provide exceptional customer service and ensure client satisfaction

Requirements:

  • 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

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

The Matian Firm, APC is an equal employment opportunity employer and welcomes applicants from diverse backgrounds. We are committed to providing an inclusive and supportive work environment that values diversity, equity, and inclusion.