Client Intake & Care Specialist (Onsite, Fort Lauderdale)

Maimone Legal; Fort Lauderdale (FL); On-site; USD 40,000 - 65,000; Full time

Job summary

Miamone Legal in Fort Lauderdale is seeking an on-site Client Intake Specialist to greet prospective clients and guide them through immigration, business, and estate planning needs.

In this role you will listen to client goals, explain our process, and lead them toward the right next steps while coordinating with the intake and legal teams to ensure smooth handoffs and strong client care.

Qualifications

• 2+ years in a client-facing role (legal intake, customer service, guest services, client relations, or consultative sales)
• Confident on the phone and on video calls
• Clear, professional written and verbal communication
• Strong follow-up habits and ability to manage several conversations at once
• Able to work on-site in Fort Lauderdale, Monday–Friday

Responsibilities

• Speak with prospective clients by phone and video to make the first contact a positive experience
• Listen for clients' goals, timeline, and circumstances and obtain needed information for the legal team
• Explain services and processes clearly and help clients understand next steps
• Follow up consistently until a client makes a decision
• Maintain detailed notes and an organized pipeline in the CRM
• Collaborate with intake and legal teams for smooth case handoffs
• Address questions and objections with patience and professionalism

Skills

Client-facing experience

Phone & video communication

Written & verbal communication

CRM experience

Multitasking

Tools

CRM

Job description

Miamone Legal in Fort Lauderdale is seeking an on-site Client Intake Specialist to greet prospective clients and guide them through immigration, business, and estate planning needs.

In this role you will listen to client goals, explain our process, and lead them toward the right next steps while coordinating with the intake and legal teams to ensure smooth handoffs and strong client care.