Client Intake & Onboarding Specialist

Atcauselaw; Clearwater (FL); On-site; USD 19,320 - 27,517; Full time

Benefits offered by this job

$17 per hour

PTO and sick days after 90 days

Unlimited PTO after one year

Fun and 'Non-Stuffy' atmosphere

In-house training programs

Weekly paid meals

Free snacks and drinks in the office

Job summary

A Clearwater law firm is seeking an Intake Registration Specialist to be the first point of contact for potential clients. This role involves qualifying leads, scheduling consultations, and maintaining communication with clients in a collaborative environment. The ideal candidate will have a high school diploma, customer service experience, and basic knowledge of legal processes. Benefits include $17 per hour, PTO, and a fun, supportive atmosphere.

Qualifications

• 1-2 years of experience in a client-facing role, preferably in a legal setting.
• Basic knowledge of probate, estate planning, or legal processes.
• Ability to qualify leads and engage clients effectively.

Responsibilities

• Respond to inbound inquiries promptly and professionally.
• Qualify leads by gathering preliminary information about legal needs.
• Educate potential clients about the firm's services and benefits.
• Maintain accurate lead data in the CRM system.
• Schedule consultations with attorneys.
• Prepare intake forms for client consultations.
• Follow up with leads to confirm appointments.
• Support the client services team with administrative tasks.

Skills

Customer service

Lead qualification

CRM software proficiency

Communication skills

Organizational skills

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM software (e.g., Zoho)

Job description

A Clearwater law firm is seeking an Intake Registration Specialist to be the first point of contact for potential clients. This role involves qualifying leads, scheduling consultations, and maintaining communication with clients in a collaborative environment. The ideal candidate will have a high school diploma, customer service experience, and basic knowledge of legal processes. Benefits include $17 per hour, PTO, and a fun, supportive atmosphere.