Client Intake Specialist (Immigration)

Emapta Global; Bogotá ciudad; Presencial; COP 39.060.000 - 61.380.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

20 vacation days

Fully-customized laptop

Direct client exposure

Upskilling via Emapta Academy

Descripción de la vacante

Emapta Latam seeks a Client Intake Specialist (Immigration) to connect potential clients with immigration guidance, perform comprehensive intake, and prepare matters for attorney review. You will coordinate with attorneys, paralegals, and support staff while maintaining strict confidentiality and professional client interactions.

The role offers long-term global opportunities with Emapta, exposure to a diverse client base, and ongoing upskilling through Emapta Academy.

Formación

• Associate’s or Bachelor's degree preferred, or equivalent relevant work experience.
• 1 to 3 years of experience in client intake, customer service, immigration law, legal support, or a related field.
• Previous experience in an immigration law firm strongly preferred.
• Fluency in English and Spanish strongly preferred.
• Excellent customer service and client relationship management skills.

Responsabilidades

• Serve as the primary point of contact for prospective and existing immigration clients throughout the intake process.
• Conduct client screenings and comprehensive intake interviews to gather immigration, family, employment, legal, and supporting documentation details.
• Assess client matters and collect all information required for attorney review.
• Explain the intake process, documentation requirements, available immigration services, and next steps while setting clear expectations.
• Coordinate and schedule attorney consultations and ensure all required documents are collected before appointments.
• Maintain ongoing communication with prospective clients who have not completed the intake process or retained the firm's services.
• Follow up on outstanding documentation and provide updates throughout the onboarding process.
• Enter, update, and maintain accurate client information in the Case Management System and CRM software.
• Track intake metrics, consultation outcomes, referral sources, and client records to ensure data accuracy and completeness.
• Collaborate with attorneys, paralegals, and legal assistants to facilitate a seamless transition from intake to case management.
• Maintain confidentiality and ensure compliance with ethical standards governing client communications.
• Build client trust through professionalism, accuracy, compassion, and discretion in every interaction.

Conocimientos

Client intake

Customer service

Immigration law

CRM software

Bilingual English/Spanish

Communication

Educación

Associate or Bachelor’s degree

Herramientas

CRM software

Microsoft Office

Case management systems

Descripción del empleo

Support Life-Changing Immigration Cases with a Respected Legal Services Organization

Life-changing legal journeys begin with trust, clarity, and exceptional support. The Client Intake Specialist (Immigration) helps connect individuals and families with the guidance they need while strengthening the client experience of a growing U.S. legal services organization. With direct impact on client acquisition and case readiness, this role offers a long-term global career with Emapta for top 1% talent seeking growth and purpose.

Snapshot

• Employment Type: Indefinite Term Type Contract
• Shift: Flexible Shift, (within 7:00 AM - 8:00 PM), Consecutive Off
• 5 days work week
• 20 vacation days in total
• Fully-customized Emapta laptop and peripherals
• Direct exposure to our clients
• Diverse and supportive work environment
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://emapta.com/training-calendar/)

Qualifications

• Associate's or Bachelor's degree preferred, or equivalent relevant work experience
• 1 to 3 years of experience in client intake, customer service, immigration law, legal support, or a related field
• Previous experience in an immigration law firm strongly preferred
• Excellent customer service and client relationship management skills
• Proficiency in Microsoft Office, CRM software, and legal case management systems
• Ability to manage multiple client files in a fast-paced environment
• Fluency in English and Spanish strongly preferred
• Excellent verbal and written communication skills
• Strong interpersonal skills with the ability to communicate compassionately with individuals from diverse cultural backgrounds
• Strong organizational skills and exceptional attention to detail
• Ability to maintain confidentiality when handling sensitive personal and immigration information
• Strong time management and multitasking skillsAbility to work independently while collaborating effectively with the legal team
• Professional, patient, and solution-oriented approach to client service

Responsibilities

• Serve as the primary point of contact for prospective and existing immigration clients throughout the intake process
• Conduct client screenings and comprehensive intake interviews to gather immigration, family, employment, legal, and supporting documentation details
• Assess client matters and collect all information required for attorney review
• Explain the intake process, documentation requirements, available immigration services, and next steps while setting clear expectations
• Coordinate and schedule attorney consultations and ensure all required documents are collected before appointments
• Maintain ongoing communication with prospective clients who have not completed the intake process or retained the firm's services
• Follow up on outstanding documentation and provide updates throughout the onboarding process
• Enter, update, and maintain accurate client information in the Case Management System and CRM software
• Track intake metrics, consultation outcomes, referral sources, and client records to ensure data accuracy and completeness
• Collaborate with attorneys, paralegals, and legal assistants to facilitate a seamless transition from intake to case management
• Maintain confidentiality and ensure compliance with ethical standards governing client communications
• Build client trust through professionalism, accuracy, compassion, and discretion in every interaction

About the Client

Our client is a highly regarded legal services organization known for delivering strong advocacy and client-focused representation across complex legal matters. With a proven history of supporting thousands of individuals and families, the firm has earned a reputation for excellence, integrity, and results. Its multidisciplinary team combines deep legal expertise with a compassionate approach, helping clients navigate challenging situations with confidence. Driven by continuous growth and service innovation, the organization remains committed to providing exceptional legal support while creating meaningful career opportunities for professionals.

Join the Top 1% Talent. A Better Career. A Better Life.

Join Emapta Latam and contribute to our legacy of transforming global outsourcing. Since 2010, Emapta has pioneered personalized outsourcing solutions, empowering businesses to thrive with bespoke teams and seamless integration. Our commitment to excellence is reflected in our state-of-the-art facilities, competitive compensation, and a supportive work environment that fosters professional growth. With over 1,200 clients worldwide and a team of more than 12,000 talented professionals, Emapta continues to set new standards in the industry.