Client Experience Lead & Intake Specialist

Grant, Genovese & Baratta, LLP

Irvine (CA)

Hybrid

USD 75,000 - 90,000

Full time

9 days ago
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Benefits offered by this job

Gym in building
Health, dental and vision coverage
401(k)
Paid time off
Parking

Job summary

Grant, Genovese & Baratta, LLP in Irvine, California seeks a front-line Client Coordinator to manage intake, client relations, and marketing support. This hybrid, in-person role handles the initial contact with clients and referral sources, coordinates with attorneys, and ensures a seamless onboarding and engagement process.

You will nurture relationships, coordinate updates, and support events and campaigns to grow the practice.

Qualifications

  • Five+ years in a client-facing role with demanding clientele.
  • Law firm experience is strongly preferred for client relations, intake, marketing or attorney support.
  • Clearly written communication and professional discretion are essential.

Responsibilities

  • Be the first response to every new inquiry and manage intake the same business day.
  • Coordinate conflict checks, prepare a briefing, and issue engagement letters.
  • Maintain warm client relationships and provide proactive updates on next steps.
  • Handle routine questions and route billing and legal questions to the right person.
  • Keep client and referral-source database current and plan events with attorneys and BD lead.

Skills

Client relations
Intake
Calendar management
Relationship management
Marketing support

Tools

Outlook
Clio
monday.com
Excel
LinkedIn
Canva

Job description

Grant, Genovese & Baratta, LLP in Irvine, California seeks a front-line Client Coordinator to manage intake, client relations, and marketing support. This hybrid, in-person role handles the initial contact with clients and referral sources, coordinates with attorneys, and ensures a seamless onboarding and engagement process.

You will nurture relationships, coordinate updates, and support events and campaigns to grow the practice.

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