Bilingual Client Intake Specialist – Calm, Organized, Caring

Shegerian & Associates; San Diego (CA); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

Dental and vision premiums paid

Medical plans paid by firm

Retirement contributions

FSA contribution

PTO and Birthday off

Job summary

Shegerian & Associates, California's premier plaintiff-side employment law firm, seeks a bilingual Relations Specialist to keep every potential client moving through the vetting process with speed, accuracy, and care.

You will review new leads, route them to the right department, complete missing details, and conduct intakes when needed, ensuring a professional and thorough experience for clients while protecting confidentiality.

Qualifications

• Bilingual in English and Spanish; written and spoken.
• 1+ year of experience in legal intake, client services, or customer service.
• Excellent organizational and time management skills.
• Ability to handle escalations professionally.

Responsibilities

• Review every new lead daily to ensure timely follow-up and accurate documentation.
• Route leads to the right department so potential clients reach the right people quickly.
• Fill in missing details on incomplete leads so attorneys have what they need to evaluate a case.
• Conduct intakes when needed for a thorough client experience.
• Handle escalated concerns with patience, tact, and resolution.
• Upload all supporting documentation promptly and keep records clean and complete.
• Spot inefficiencies in the intake process and propose better solutions.
• Protect the confidentiality of every client and file.

Skills

Organized

Detail-oriented

Calm under pressure

Bilingual English/Spanish

Proactive

Cross-functional teamwork

Tools

MS Word

Excel

CRM software

Job description

Shegerian & Associates, California's premier plaintiff-side employment law firm, seeks a bilingual Relations Specialist to keep every potential client moving through the vetting process with speed, accuracy, and care.

You will review new leads, route them to the right department, complete missing details, and conduct intakes when needed, ensuring a professional and thorough experience for clients while protecting confidentiality.