On-Site Client Support & Intake Specialist

Reciprocity Industries, LLC; Billings (MT); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision

Voluntary life, accident, critical Ill

Vacation, sick and floating holidays

Employee assistance program

Paid parental leave

Job summary

Reciprocity Industries in Billings, MT is seeking a Client Support Specialist to join our on-site team. You will respond to client inquiries, conduct intake interviews, verify eligibility, and guide clients through legal processes with empathy and clarity.

Responsibilities include gathering documentation, coordinating signatures, and collaborating with intake and litigation support to meet performance goals, while maintaining confidentiality and high service standards.

Qualifications

• Must be at least 18 years old.
• Working knowledge of Microsoft Office Suite, Adobe, and other similar software.
• Must be able to read, comprehend, and follow written and verbal instructions.

Responsibilities

• Respond to incoming calls and messages, ensuring clients feel heard, respected, and supported.
• Conduct interviews and complete intake forms to gather and verify client information.
• Determine client eligibility based on established criteria.
• Clearly explain legal processes and resources.
• Facilitate timely completion of contracts and forms, including obtaining required signatures.
• Provide ongoing reassurance to clients to maintain trust and satisfaction.
• Follow up to ensure all documentation and required steps are accurately completed.
• Maintain adherence to company standards and intake procedures for consistent service quality.
• Identify and suggest improvements to enhance client experience and operational efficiency.
• Collaborate with intake or litigation support team and management to achieve performance goals.
• Participate in regular training sessions to stay informed on campaigns and procedures.

Skills

Customer service

Interpersonal skills

Verbal communication

Confidentiality

Teamwork

Adaptability

Detail oriented

Tools

Microsoft Office Suite

Adobe

Job description

Reciprocity Industries in Billings, MT is seeking a Client Support Specialist to join our on-site team. You will respond to client inquiries, conduct intake interviews, verify eligibility, and guide clients through legal processes with empathy and clarity.

Responsibilities include gathering documentation, coordinating signatures, and collaborating with intake and litigation support to meet performance goals, while maintaining confidentiality and high service standards.