Immigration Intake Specialist — Impactful Client Onboarding

Emapta Global

Bogotá

Hybrid

COP 33,480,000 - 60,264,000

Full time

10 days ago

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Benefits offered by this job

Laptop provided
Career growth opportunities
Upskilling through Emapta Academy

Job summary

Emapta Global in Bogotá, Colombia, seeks a Client Intake Specialist (Immigration) to connect clients with essential immigration guidance and support. You will manage intake interviewing, documentation collection, and communications throughout the intake-to-case transition.

The role requires 1–3 years of related experience, fluency in English and Spanish, and strong organizational skills. It offers flexible shifts, a five-day week, and extensive training opportunities.

Qualifications

  • 1–3 years in client intake, customer service, immigration law, or related field.
  • Experience in an immigration law firm strongly preferred.
  • Excellent customer service and client relationship skills.
  • Proficiency in Microsoft Office, CRM software, and legal case management systems.

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.
  • 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.

Skills

Client intake
Customer service
Immigration law
CRM software
Legal case management systems
Bilingual English/Spanish
Communication skills
Multitasking
Confidentiality
Time management

Education

Associate's or Bachelor's degree preferred, or equivalent relevant work experience

Tools

Microsoft Office
CRM software
Legal case management systems

Job description

Emapta Global in Bogotá, Colombia, seeks a Client Intake Specialist (Immigration) to connect clients with essential immigration guidance and support. You will manage intake interviewing, documentation collection, and communications throughout the intake-to-case transition.

The role requires 1–3 years of related experience, fluency in English and Spanish, and strong organizational skills. It offers flexible shifts, a five-day week, and extensive training opportunities.

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