Client Intake Specialist

Jobot Consulting; Los Angeles (CA); À distance; USD 37 000 - 51 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

401k

Résumé du poste

Jobot Consulting in Los Angeles, CA is seeking a Client Intake Specialist for a 100% remote, contract-to-hire opportunity. You will be the first point of contact for potential clients, gather and protect confidential information, and coordinate with attorneys to set consultations.

The role emphasizes client service, data accuracy, and collaboration with marketing. The ideal candidate has 1+ year in a similar legal role, strong client communication, and experience with CRM systems.

Qualifications

• 1+ years of experience in a similar role within the Legal industry
• Experience acquiring new clients and communicating with clients
• Proficiency with legal software and CRM systems

Responsabilités

• Serve as the first point of contact for potential clients, providing a professional impression
• Gather, organize, and input client information confidentially
• Conduct initial client interviews to assess fit for services
• Coordinate with attorneys to schedule consultations and follow-ups
• Manage the client intake process to ensure efficiency and client satisfaction
• Provide prompt, professional responses to client questions and concerns
• Maintain knowledge of firm services and legal expertise to guide clients
• Collaborate with marketing to follow up on leads and convert prospects
• Develop strategies to improve client intake processes

Connaissances

Legal administration

CRM systems

Client communication

Interpersonal skills

Legal terminology

Formation

Bachelor's degree in law or business

Outils

Legal software

Description du poste

Client Intake Specialist needed for well established law firm 100% remote. 3-6 month contract to hire opportunity.

This Jobot Consulting Job is hosted by: James Moon

Salary: $27 - $37 per hour

A bit about us

Nation-wide law firm with strong track record of growth and success.

Why join us

• 100% remote opportunity
• Ability to work for a large firm
• Career growth

Benefits for Contractors

• Medical
• Dental
• Vision
• 401k

Job Details

Responsibilities

• Serve as the first point of contact for potential clients, providing them with a positive and professional first impression of our firm.
• Gather, organize, and input client information into our database, ensuring accuracy and confidentiality at all times.
• Conduct initial client interviews to understand their needs and concerns, and determine if our services are a good fit.
• Coordinate with attorneys and other team members to schedule consultations and follow-up appointments.
• Monitor and manage our client intake process to ensure it is efficient, effective, and client-friendly.
• Provide exceptional customer service by answering client questions and addressing their concerns promptly and professionally.
• Maintain a strong knowledge of our services and areas of legal expertise to effectively guide potential clients.
• Collaborate with our marketing team to follow up on leads and convert potential clients into actual clients.
• Develop and implement strategies for improving the client intake process to enhance client satisfaction and increase our client base.

Qualifications

• A minimum of 1+ years of experience in a similar role within the Legal industry.
• Proven experience in new client acquisition and client communication.
• Strong background in legal administration, including knowledge of legal terminology and procedures.
• Exceptional interpersonal and communication skills, both written and verbal.
• Proficiency in using legal software and CRM systems.
• Detail-oriented with excellent organizational skills.
• Strong problem-solving skills and the ability to make decisions under pressure.
• Ability to handle sensitive information with the highest degree of integrity and confidentiality.
• A degree in law, business administration, or a related field is preferred.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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