Senior Client Intake Specialist

2 weeks ago


Phoenix, Arizona, United States The Matian Firm, APC Full time
Job Opportunity

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 relations team, you will be responsible for screening potential clients, obtaining case details, and working closely with our attorneys to determine the best course of action for each case.

Key Responsibilities:

  • Screen incoming client calls and emails to determine the best course of action
  • Monitor potential new client inquiries and follow up promptly
  • Establish relationships with potential clients and provide exceptional customer service
  • Update logs and reporting systems to reflect the status of all potential new clients
  • Conduct thorough interviews with potential clients to gather necessary information
  • Schedule appointments for potential clients and ensure seamless communication with our attorneys
  • Take accurate notes during initial consultations and collaborate with attorneys to complete the process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Perform other administrative tasks as needed to support the client relations team

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 a major plus
  • Resourceful and motivated to solve issues as they arise
  • Proven track record to meet goals and deadlines
  • Ability to work weekends and commute to our Los Angeles office as required

We offer a competitive compensation package, including medical, dental, and vision insurance, a 401(k) plan, and opportunities for career development. If you are a motivated and experienced professional looking to join a dynamic team, please apply now.

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



  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our staff, you will be responsible for screening potential clients, obtaining case details, and working closely with our attorneys to determine the best course of action for each...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking a highly skilled Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our staff, you will be responsible for screening potential clients, obtaining case details, and working closely with our attorneys to determine the best course of action for each case.Key...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking a highly skilled Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our staff, you will be responsible for providing exceptional customer service to prospective clients, screening leads, and obtaining case details to determine if a case should be retained.Key...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking a highly skilled Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our staff, you will be responsible for providing exceptional customer service to prospective clients, screening leads, and obtaining case details to determine if a case should be retained.Key...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Job SummaryThe Matian Firm, APC is seeking an experienced Senior Client Intake Specialist to join our team. As a key member of our staff, you will be responsible for screening potential clients, obtaining case details, and working closely with our attorneys to determine the best course of action for each case.Responsibilities:Client Screening: Screen...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    About the RoleThe Matian Firm, APC is seeking a highly skilled Senior Client Intake Specialist to join our team. As a key member of our business development team, you will be responsible for identifying and acquiring new clients, managing client relationships, and ensuring operational excellence.Key ResponsibilitiesClient Acquisition: Identify and pursue new...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    About the RoleThe Matian Firm, APC is seeking a highly skilled Senior Client Intake Specialist to join our team. As a key member of our business development team, you will be responsible for identifying and acquiring new clients, managing client relationships, and ensuring operational excellence.Key ResponsibilitiesClient Acquisition: Identify and pursue new...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Job Title: JR. Client Intake/ContractsWe are seeking a highly organized and detail-oriented JR. Client Intake/Contracts to join our team at The Matian Firm, APC. In this role, you will be responsible for handling inbound client service requests, including appointment setting, case vetting, and general questions.Key Responsibilities:Handle inbound phone...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Job SummaryThe Matian Firm, APC is seeking a highly skilled and detail-oriented Client Intake/Contracts professional to join our team. As a key member of our legal sales team, you will be responsible for handling inbound client service requests, reviewing contracts, and ensuring seamless communication with our attorneys and clients.Key...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    About the RoleThe Matian Firm, APC is seeking a highly skilled Senior Client Intake Specialist to join our team. As a key member of our business development team, you will be responsible for identifying and acquiring new clients, as well as providing exceptional customer service to our existing clients.Key ResponsibilitiesClient Screening and Acquisition:...


  • Phoenix, Arizona, United States SARGON LAW GROUP Full time

    Job Title: Legal Intake SpecialistSargon Law Group is seeking an experienced Legal Intake Specialist to join our team in Phoenix, AZ. As a Legal Intake Specialist, you will play a crucial role in setting the tone for our clients' experience, providing prompt, professional, and compassionate service.Key Responsibilities:Conduct initial client interviews to...


  • Phoenix, Arizona, United States The Matian Firm, APC Full time

    Job SummaryThe Matian Firm, APC is seeking a highly skilled Client Intake/Contracts professional to join our team. As a key member of our legal sales team, you will be responsible for handling inbound client service requests, including appointment setting, case vetting, and general inquiries. Your expertise will also be utilized to review and manage...

  • Intake Specialist

    3 weeks ago


    Phoenix, Arizona, United States New Freedom Behavioral Health Full time

    Intake Specialist Role at New Freedom Behavioral HealthWe are seeking a highly skilled and compassionate Intake Specialist to join our team at New Freedom Behavioral Health. As a key member of our intake team, you will play a critical role in ensuring that our members receive a positive and successful entry into our facility.Key Responsibilities:Frontline...


  • Phoenix, Arizona, United States SARGON LAW GROUP Full time

    Job SummarySargon Law Group is seeking an experienced Intake Specialist to join our team in Phoenix, AZ. As an Intake Specialist, you will be responsible for evaluating incoming potential new clients, ensuring they receive prompt, professional, and compassionate service. You will gather all necessary information and documentation, present it to the attorneys...

  • Intake Specialist

    2 weeks ago


    Phoenix, Arizona, United States New Freedom Behavioral Health Full time

    Job Title: Intake SpecialistAt New Freedom Behavioral Health, we are seeking a highly skilled and compassionate Intake Specialist to join our team. As an Intake Specialist, you will play a critical role in ensuring that our members have a positive and successful entry into our Transitional Program.Key Responsibilities:Conduct initial phone screens to assess...

  • Intake Specialist

    3 weeks ago


    Phoenix, Arizona, United States New Freedom Behavioral Health Full time

    Intake Specialist RoleNew Freedom Behavioral Health is seeking a highly skilled Intake Specialist to join our team. As an Intake Specialist, you will play a critical role in ensuring a positive and successful entry into our Transitional Program for our members.Key Responsibilities:Initial Phone Screens: Conduct thorough phone screens to assess member...


  • Phoenix, Arizona, United States SARGON LAW GROUP Full time

    About the RoleSargon Law Group is seeking an experienced Intake Specialist to join our team in Phoenix, AZ. As an Intake Specialist, you will play a crucial role in setting the tone for our clients' experience, providing prompt, professional, and compassionate service.Key ResponsibilitiesConduct initial client interviews to gather detailed information about...


  • Phoenix, Arizona, United States The World Egg and Sperm Bank Full time

    Job Title: Client Intake CoordinatorAt The World Egg and Sperm Bank, we are seeking a highly organized and detail-oriented Client Intake Coordinator to join our team. This role is responsible for managing initial donor interactions, maintaining accurate records, and ensuring a smooth and professional experience for all parties involved.Key...

  • Intake Specialist

    3 weeks ago


    Phoenix, Arizona, United States New Freedom Behavioral Health Full time

    Job SummaryWe are seeking a highly skilled and compassionate Intake Specialist to join our team at New Freedom Behavioral Health. As a key member of our clinical staff, you will play a critical role in ensuring a positive and successful entry into our Transitional Program for our members.Key ResponsibilitiesConduct thorough initial phone screens to assess...

  • Intake Specialist

    3 weeks ago


    Phoenix, Arizona, United States New Freedom Behavioral Health Full time

    Job SummaryWe are seeking a highly skilled and compassionate Intake Specialist to join our team at New Freedom Behavioral Health. As a key member of our clinical staff, you will play a critical role in ensuring a positive and successful entry into our Transitional Program for our members.Key ResponsibilitiesConduct thorough initial phone screens to assess...