Client Intake Specialist – Front End

Rutter Mills, LLP; Chesapeake (VA); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Health insurance

Paid Time Off

401(k) after 1 year

Professional development assistance

Job summary

Rutter Mills LLP in Chesapeake, Virginia, seeks a Case Consultant to greet clients, handle intake, and support the Front End team with professionalism and empathy. This on-site role emphasizes accuracy, confidential handling of information, and clear communication.

You will manage calls, conduct new client intakes, collect and verify client data, and ensure timely follow-up in a fast-paced environment, with a focus on exceptional client service.

Qualifications

• You must consider exceeding client expectations a priority.
• Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others.
• Ability to work independently and with a team.
• Ability to manage multiple priorities and adjust to changing priorities in a professional manner.
• Bilingual a plus!

Responsibilities

• Manage incoming and outbound calls with warmth, accuracy, and exceptional client service
• Conduct new client intakes for designated case types, helping ensure a seamless and supportive experience
• Collect, verify, and document client information with a high level of accuracy and attention to detail
• Perform data entry and maintain organized, accurate records
• Communicate effectively with current and potential clients, referrals, walk-ins, and team members
• Assist with front-end client support and help ensure timely follow-up throughout the intake process
• Balance multiple responsibilities in a fast-paced, team-oriented environment
• Follow firm procedures and maintain confidentiality in all interactions

Skills

Excellent communication

Phone skills

Teamwork

Multitasking

Bilingual (English/Spanish)

Job description

Rutter Mills LLP in Chesapeake, Virginia, seeks a Case Consultant to greet clients, handle intake, and support the Front End team with professionalism and empathy. This on-site role emphasizes accuracy, confidential handling of information, and clear communication.

You will manage calls, conduct new client intakes, collect and verify client data, and ensure timely follow-up in a fast-paced environment, with a focus on exceptional client service.