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Senior Client Intake Specialist

2 months ago

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

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 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 records and maintain accurate logs and reporting systems
  • Provide exceptional customer service and ensure client satisfaction
  • Assist with administrative tasks related to opening new cases and maintaining databases

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

We offer a competitive compensation package, including medical, dental, and vision insurance, 401(k) plan, and more. If you are a motivated and customer-focused individual with a passion for delivering exceptional service, we encourage you to apply.

The Matian Firm, APC is an equal employment opportunity employer and welcomes applicants from diverse backgrounds.