Client Intake Specialist

Trusts Fulfill Law; United States; Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

Bonus potential

Fully remote

Job summary

Trusts Fulfill Law is seeking an intake specialist to greet nervous callers, ask the right questions, and record details with precision. The role focuses on client relations, empathy, and converting inquiries into opportunities to help families with estate planning. The position is fully remote with typical hours 9 a.m.

to 6 p.m. Pacific Time, and compensation ranges from $55,000 to $65,000 per year, plus bonus potential.

Qualifications

• Strong on-the-phone communication and empathy.
• Ability to gather accurate information and document details clearly.
• Comfort with discussing fees and scheduling with clients.

Responsibilities

• Answer incoming calls from potential clients and schedule intake appointments.
• Ask targeted questions to assess client needs and eligibility.
• Record client information accurately in the CRM and case system.
• Explain fee structures confidently and transparently to clients.

Skills

Phone communication

Empathetic listening

Customer service

Job description

Some people put off estate planning for years. Then something happens, and they call us. You're the first voice they hear.

If you can make a nervous caller feel at ease, ask the right questions, state a fee without flinching, and keep every detail straight, keep reading.

Our law firm is expanding and needs the help of an intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day.

Pay & Cschedule

• $55,000 to $65,000 a year, based on experience, plus bonus potential
• Fully remote
• Most work happens between 9 a.m. and 6 p.m. Pacific Time