Lead Client Engagement Specialist
2 weeks ago
Senior Client Intake Specialist (Immigration and Criminal Defense)
Our firm is seeking a skilled Senior Client Intake Specialist with a robust sales background and a passion for advancing in the legal sector.
The Intake Specialist will serve as the primary liaison for prospective clients, responsible for evaluating leads and gathering essential case information to determine the firm's capacity for case retention.
This role requires a business development-focused individual who excels in interpersonal interactions. A strong foundation in Immigration or Criminal Defense is essential, along with the capability to assess potential client inquiries effectively.
The successful candidate will ensure operational excellence while managing a high volume of incoming client communications. Flexibility to work some weekends and commute as necessary is expected.
Key Responsibilities:
- Evaluate incoming calls prior to scheduling attorney-client consultations.
- Continuously monitor all new client inquiries via various channels (email, internet, phone, and referrals).
- Promptly reach out to every potential client to establish rapport.
- Maintain logs and reporting systems to track the status of potential new clients.
- Conduct empathetic and compassionate interviews with prospective clients.
- Arrange appointments for potential clients.
- Document accurate notes during initial consultations with attorneys.
- Collaborate with attorneys to facilitate the initial consultation process.
- Assist attorneys with administrative duties related to new case openings and database management.
- Follow directives from supervising attorneys and execute tasks accordingly.
- Draft emails, transcribe notes, research legal documents, and manage spreadsheets effectively.
Qualifications:
- Bilingual (English/Spanish) with full proficiency is REQUIRED.
- A minimum of 3 years of sales experience is required; customer service experience is a significant advantage.
- Strong background in performance-based metrics.
- Experience with case management software is highly desirable.
- Resourceful and proactive in resolving issues as they arise.
- Proven ability to meet goals and deadlines consistently.
- Availability to work weekends is necessary.
- Experience in Immigration and Criminal Defense is strongly preferred.
We offer a competitive compensation package that includes medical, dental, and vision insurance, along with a 401(k) plan. Additional benefits include catered lunches, complimentary parking, paid time off, and more. Join a dynamic team dedicated to excellence in the legal field.
The Matian Firm, APC is committed to equal employment opportunities and welcomes applicants from diverse backgrounds, regardless of race, color, religion, sex, national origin, age, disability, veteran status, or genetics. We strive to create an inclusive and diverse workplace environment.
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