Client Experience Specialist - Law Firm Intake

GORDON & PARTNERS PA; North Palm Beach (FL); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Dental insurance

401(k)

Vision insurance

401(k) matching

Life insurance

Employee discount

Employee assistance program

Parental leave

Job summary

GORDON & PARTNERS PA in Palm Beach Gardens is seeking an Intake Specialist to deliver a polished first impression and top-tier client service. You will answer calls and emails, collect information, schedule appointments, and assist clients with electronic signatures, ensuring precise intake summaries and accurate data entry.

In a fast-paced law-office setting, you will need strong teamwork, clear communication, and thorough follow-up to support client satisfaction and firm goals.

Qualifications

• Minimum 1–2 years of relevant administrative or call center experience
• Excellent interpersonal skills/TEAM WORK
• Excellent written and verbal communication skills

Responsibilities

• Answer and screen calls/emails from prospective clients
• Assist prospective clients by collecting information and relaying messages
• Schedule appointments and assist clients with electronic signatures
• Create accurate and detailed intake summaries
• Input key client and intake data into the firm’s database
• Work with attorneys and management to ensure a best-in-class client experience
• Meet daily, weekly and monthly team goals related to client service metrics

Skills

Customer service

Sales experience

Punctuality

Attention to detail

Communication skills

Teamwork

Phone handling

Administrative experience

Tools

Office Suite

CRM/Database

Electronic signatures

Job description

GORDON & PARTNERS PA in Palm Beach Gardens is seeking an Intake Specialist to deliver a polished first impression and top-tier client service. You will answer calls and emails, collect information, schedule appointments, and assist clients with electronic signatures, ensuring precise intake summaries and accurate data entry.

In a fast-paced law-office setting, you will need strong teamwork, clear communication, and thorough follow-up to support client satisfaction and firm goals.