Client Intake & Onboarding Specialist

jimersonfirm; Jacksonville (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Jimerson Birr in Jacksonville, FL is seeking a Client Intake Specialist. You will be the first human connection for people reaching out, making the initial contact professional, responsive, and helpful while capturing inbound opportunities accurately.

You will respond to inquiries, gather information, determine fit with firm criteria, schedule consultations, and prepare clients for what comes next. Speed and accuracy matter, and you will follow clear processes while sounding like a real person

Qualifications

• Excellent communication and listening skills.
• Ability to follow scripts while sounding natural.
• Strong attention to detail and deadlines.

Responsibilities

• Respond to new inquiries in a timely and professional manner.
• Gather information from prospects and assess fit with firm criteria.
• Schedule consultations and prepare clients for the next steps.
• Maintain accurate records and escalate as needed.

Job description

Jimerson Birr in Jacksonville, FL is seeking a Client Intake Specialist. You will be the first human connection for people reaching out, making the initial contact professional, responsive, and helpful while capturing inbound opportunities accurately.

You will respond to inquiries, gather information, determine fit with firm criteria, schedule consultations, and prepare clients for what comes next. Speed and accuracy matter, and you will follow clear processes while sounding like a real person