Client Intake and Operations Specialists

Price & Price, LLC; Haddonfield (NJ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and dental insurance

Paid time off, holidays, and sickLeave

Job summary

Price & Price, LLC in South Jersey is seeking a Client Intake & Operations Specialist to be the first point of contact for prospective clients. You will guide them through the intake process, using established scripts, and schedule consultations while ensuring accurate information and a courteous, professional experience.

You will own the intake system, measure results, and identify opportunities to improve communication, follow-up campaigns, and conversion rates.

Qualifications

• Strong verbal and written communication skills.
• Highly organized with ability to manage multiple conversations.
• Curiosity and drive to improve processes and workflows.
• Comfort with analyzing numbers and identifying trends.

Responsibilities

• Serve as the first contact for new prospective clients by phone, website, seminars, and referrals.
• Guide clients through the intake process using scripts and procedures.
• Schedule consultations and verify intake information is accurate.
• Conduct follow-up calls, texts, and emails per firm procedures.
• Maintain accurate lead information in intake systems.
• Drive an outstanding, professional client experience.
• Monitor lead activity and identify opportunities to improve response times.
• Evaluate intake scripts and follow-up campaigns for effectiveness.
• Track key metrics like lead conversion and follow-up performance.
• Recommend improvements to make the intake process more efficient.
• Collaborate with attorneys and management to enhance client acquisition.

Skills

Communication

Organization

Attention to detail

Proactivity

Numbers literacy

Tools

Microsoft Office 365

Actionstep CRM

Attorney Fuel Intake System

Job description

Full-Time | In Office | 9:00 AM to 5:30 PM

Join a respected family-owned law firm where your organization, professionalism, and initiative help families through life’s most important decisions.

About the Firm

Price & Price, LLC has proudly served South Jersey since 1973. As a long-standing family-owned law firm, we focus on estate planning, probate, and estate administration with a reputation for personalized service, trusted guidance, and lasting client relationships.

Our office is professional, steady-paced, and team-oriented. We value people who take pride in their work, support one another, and want to grow in a stable and respected environment.

About the Role

We are looking for a Client Intake & Operations Specialist who enjoys helping people while also thinking critically about how to improve processes.

This position serves as the first point of contact for prospective clients. Every new phone call, website inquiry, seminar attendee, and referral begins with you. Your ability to build trust, gather the right information, and guide potential clients through our intake process plays a direct role in helping families receive the legal guidance they need.

Beyond managing daily intake, this role also owns the success of our intake system. We are continually refining how we communicate with prospective clients, follow up with leads, and convert inquiries into consultations, and consultations into clients. We are looking for someone who enjoys measuring results, identifying opportunities for improvement, and helping us build an exceptional client experience.

This is an ideal opportunity for someone who enjoys both working with people and improving systems. If you like solving problems, tracking performance, and finding better ways to do things, you'll thrive in this role.

What You'll Do

• Serve as the first point of contact for all new prospective clients by phone, website inquiries, seminars, and referrals
• Guide prospective clients through our intake process using established scripts and procedures
• Schedule consultations and ensure all intake information is accurate and complete
• Conduct follow-up calls, texts, and emails with prospective clients according to firm procedures
• Maintain accurate lead information within our intake systems
• Ensure every prospective client receives a 0professional, responsive, and compassionate experience
• Monitor lead activity and identify opportunities to improve response times and client communication
• Evaluate the effectiveness of intake scripts, follow-up campaigns, and communication strategies
• Track key performance metrics, including lead conversion rates and follow-up effectiveness
• Recommend and implement improvements to help our intake process become more efficient and successful
• Work closely with attorneys and management to continually improve the firm's client acquisition process

Systems and Tools You Will Use

• Microsoft Office 365
• Actionstep CRM
• Attorney Fuel Intake System

Experience with these systems is helpful but not required. We are happy to train the right candidate.

About You

• You genuinely enjoy talking with people and making them feel comfortable
• You're an excellent communicator, both on the phone and in writing
• You are highly organized and able to manage multiple conversations and priorities at once
• You are naturally curious and enjoy improving processes
• You are comfortable reviewing numbers and identifying trends
• You are accountable and follow through on commitments
• You notice details that others overlook
• You are proactive and enjoy finding solutions instead of waiting for direction
• You are comfortable learning new technology and systems
• You work well independently while collaborating closely with the rest of the team
• You understand that every interaction with a prospective client reflects the firm's reputation

What Success Looks Like

In this role, success is measured by more than answering the phone. You'll help ensure every prospective client receives an outstanding experience while continually improving the systems behind that experience.

Successful candidates will help us:

• Respond to every lead quickly and consistently
• Improve consultation scheduling and lead conversion rates
• Strengthen our follow-up process
• Identify trends in lead quality and marketing performance
• Continuously refine our scripts, workflows, and client experience

Compensation and Benefits

$42,000 to $50,000 for candidates with strong client service, administrative, or customer experience backgrounds who demonstrate excellent communication skills, organization, and the ability to learn and manage our intake systems.

$40,000 to $56,000 for candidates with prior experience managing client intake, CRM systems, lead follow-up processes, sales experience, legal intake, or comparable roles involving process improvement and performance tracking.

Benefits include:

• Medical and dental insurance
• Paid time off, holidays, and sick leave

Final compensation will depend on your experience, capabilities, and the overall fit for the role.

Why This Opportunity Stands Out

• Join a respected firm with over 50 years of community trust
• Work with a supportive long-term team in a professional office environment
• Gain valuable experience in estate planning and probate law
• Real opportunity for growth into higher-level responsibilities
• Predictable full-time schedule and long-term career potential