Impactful Client Intake Specialist

Greenberg Gross LLP; Sacramento (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

401(k) matching

AD&D insurance

Dental insurance

Disability insurance

Employee assistance program

Employee discount

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Greenberg Gross LLP in Sacramento seeks an Intake Specialist to join our collaborative team. You will connect with potential clients by phone, text, and email, take thorough notes, and organize them into concise summaries using our CRM system.

The ideal candidate has at least 2 years in customer service, strong communication, and the ability to multitask while delivering empathetic support. Travel and overtime may be required.

Qualifications

• Minimum 2 years customer service experience required.
• Professional communication skills.
• Call center, high-volume phone, or legal intake experience is preferred.
• Experience working with CRM or case management software is a plus.
• Strong attention to detail and ability to multi-task.
• Great people skills are necessary.
• Bilingual in Spanish is a plus.
• Tech savvy.
• Ability to work independently as well as in a team environment.
• Ability to work overtime and travel as needed.

Responsibilities

• Connect with potential clients via calls, texts, and emails.
• Take accurate, detailed notes, with the ability to organize the notes into a complete summary.
• Handle calls with genuine empathy and compassion.
• Organize and maintain notes using CRM software.
• Perform other duties and responsibilities as assigned.

Skills

Customer service

Professional communication

Call center experience

CRM experience

Bilingual Spanish

Tech savvy

Tools

CRM software

Case management software

Job description

Greenberg Gross LLP in Sacramento seeks an Intake Specialist to join our collaborative team. You will connect with potential clients by phone, text, and email, take thorough notes, and organize them into concise summaries using our CRM system.

The ideal candidate has at least 2 years in customer service, strong communication, and the ability to multitask while delivering empathetic support. Travel and overtime may be required.