Intakes Specialist

Legal Management Group; Región Centro; Presencial; MXN 201.000 - 268.000; Jornada completa

Descripción de la vacante

Farahi Law Firm in Mexico is seeking an Intake Specialist to handle client inquiries with empathy and precision. The role focuses on qualifying potential clients, collecting information, and guiding them through initial steps toward our services.

You will conduct needs analyses via calls and emails, sign up clients, manage paperwork, and maintain confidentiality. Fluency in English and Spanish is required, as is experience in customer service in fast-paced environments.

Formación

• Read, write, and speak English and Spanish fluently.
• 3–4 years of experience in a customer service role.
• Ability to remain composed and calm distressed clients.
• Strong multitasking and quick decision-making abilities.
• Proficient with business software and Microsoft Office (Word, Excel).

Responsabilidades

• Answer and screen inquiry calls and emails from prospective clients.
• Conduct telephonic meetings with potential clients to perform needs analysis.
• Sign up clients and process paperwork efficiently per protocols.
• Ensure that all forms are properly signed and filed.
• Manage client feedback and reviews.
• Build and maintain relations with potential referral sources.
• Respect client dignity and confidentiality.

Conocimientos

Bilingual English and Spanish

Customer service

Communication skills

Multitasking

Herramientas

Microsoft Word

Microsoft Excel

Office Suite

Descripción del empleo

Intakes Specialist

Position Overview

Farahi Law Firm is an award-winning personal injury firm dedicated to fighting for the injured and delivering exceptional legal representation. We are a fast-growing, client-centric team that values aggressive advocacy, innovation, and community impact. We need an ambitious, sensitive, and outgoing Spanish-speaking Customer Service Consultant/Intakes Specialist to join our team for a long-term position at our fast-paced, established firm. We are looking for individuals who can pay very close attention to detail and get required information from potential and existing clients. The intake specialist should be friendly, organized, reliable and hard-working, and should be good at giving first impressions - helping communicate with potential clients, establishing an initial bond of trust, and appropriately offering our services.

Key Responsibilities

• Answer and screen inquiry calls and emails from prospective clients.
• Conduct telephonic meetings with potential new clients to perform a needs analysis.
• Sign up clients and process paperwork efficiently and in accordance with protocols.
• Ensure that all forms are properly signed and filed.
• Manage client feedback and reviews.
• Build and maintain relations with potential referral sources.
• Respect client dignity and confidentiality.

Requirements & Qualifications

• Must be able to read, write, and speak both English and Spanish fluently in a clear and audible voice.
• Minimum 3-4 years of experience in a customer service role; must exhibit a high level of customer service in stressful situations.
• Demonstrates excellent customer service skills and the ability to calm clients who may be distraught.
• Must be able to multi-task, think fast, and make decisions quickly.
• Must be comfortable working with business-related computer software as well as Microsoft Office Programs (Word and Excel).
• Possesses the ability to adjust to constantly changing workload.