Client Intake Specialist - Bilingual (English/Spanish)

Rivas & Associates; Mexico; Hybrid; PHP 250,000 - 380,000; Full time

Job summary

Rivas & Associates seeks a Client Intake Specialist fluent in English and Spanish to be the first point of contact for clients during the production process.

You will conduct intake interviews, gather information, and coordinate documentation to ensure cases move smoothly to the next stage with accuracy and care.

Daily tasks include translation support, CRM data entry, and collaboration across teams while adhering to firm processes and deadlines.

Qualifications

• Minimum 1 year of experience in customer service or intake.
• Fluent in English and Spanish is required.
• Strong communication and client-relations skills.
• Ability to manage multiple client accounts and tasks in a fast-paced environment.
• Detail-oriented and organized with timely updates.
• Background check is required for this position.

Responsibilities

• Conduct welcome calls, intake interviews, and questionnaires to gather complete and accurate information about each client's history, goals, and legal needs.
• Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received.
• Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items.
• Provide translation support for client documents when qualified and assigned.
• Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems.
• Identify and elevate issues, inconsistencies, or concerns that may require attorney or management review.
• Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting deadlines and service standards.
• Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm.

Skills

Bilingual English/Spanish

Excellent Communicator

Organized

Detail-Oriented

Process-Oriented

Background Check Required

Job description

Client Intake Specialist - Bilingual (English/Spanish)

About Rivas & Associates

At Rivas & Associates, we are dedicated to providing exceptional legal services with a client-focused approach. As a growing law firm, we emphasize professionalism, efficiency, and excellence in client relations.

Job Overview

We are seeking a dedicated and detail-oriented Client Intake Specialist to serve as the compassionate first point of contact for clients throughout the production process. This role requires the ability to actively listen, ask thoughtful follow-up questions, and gather accurate information from clients who may be facing stressful or sensitive circumstances — all while keeping their case moving smoothly toward the next stage of the legal process.

Key Responsibilities

• Conduct welcome calls, intake interviews, and detailed questionnaires to gather complete and accurate information about each client's history, goals, and legal needs.
• Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received.
• Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items.
• Provide translation support for client documents when qualified and assigned.
• Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems.
• Identify and elevate issues, inconsistencies, or concerns that may require attorney or management review.
• Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting established deadlines and service standards.
• Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm.

Required Qualifications

• Minimum 1 year of experience in customer service, intake, or a related client-facing role.
• Bilingual : Fluent in English and Spanish ( required ).
• Excellent Communicator : You thrive in building client relationships and handling inquiries with professionalism.
• Organized : Able to manage multiple client accounts and prioritize tasks in a fast-paced environment.
• Detail-Oriented : You ensure that every piece of communication is accurate and timely.
• Process-Oriented : You’re comfortable following structured processes and providing clients with timely updates.
• Background Check : Required for this position.

Equal Opportunity Employer Statement:

Rivas & Associates is an equal opportunity employer . We celebrate diversity and are committed to creating an inclusive environment for all employees.