Client Intake Specialist - Bilingual (English/Spanish)

Rivas & Associates; Venezuela; On-site; VES 600,000 - 1,200,000; Full time

Job summary

Rivas & Associates seeks a dedicated Client Intake Specialist to greet clients, gather information, and guide them through the early stages of the legal process. The role emphasizes active listening, accurate data collection, and clear communication to move cases forward.

The ideal candidate will be bilingual in English and Spanish, possess strong organizational skills, and consistently provide timely updates while upholding professional standards in a high-volume environment.

Qualifications

• Minimum 1 year of experience in customer service, intake, or a related client-facing role.
• Fluent in English and Spanish (required).
• Excellent communicator with client-relations skills.
• Organized and able to manage multiple accounts in a fast-paced environment.
• Detail-oriented and process-driven with timely updates.

Responsibilities

• Conduct welcome calls, intake interviews, and questionnaires to gather client information.
• Request, collect, organize, and track required documentation and evidence.
• Coordinate filing fee and medical exam requirements and follow up on items.
• Provide translation support for client documents when qualified.
• Enter client information, case details, and notes into CRM and other systems.
• Identify issues or concerns requiring attorney or management review.
• Manage high volume client interactions and strict deadlines while following processes.

Skills

Customer service

Bilingual English/Spanish

Job description

About Rivas & Associates

At Rivas & Associates, we are dedicated to providing exceptional legal services with a client-focused approach. As a growing law firm, we emphasize professionalism, efficiency, and excellence in client relations.

Job Overview

We are seeking a dedicated and detail-oriented Client Intake Specialist to serve as the compassionate first point of contact for clients throughout the production process. This role requires the ability to actively listen, ask thoughtful follow-up questions, and gather accurate information from clients who may be facing stressful or sensitive circumstances — all while keeping their case moving smoothly toward the next stage of the legal process.

Key Responsibilities

• Conduct welcome calls, intake interviews, and detailed questionnaires to gather complete and accurate information about each client's history, goals, and legal needs.
• Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received.
• Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items.
• Provide translation support for client documents when qualified and assigned.
• Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems.
• Identify and elevate issues, inconsistencies, or concerns that may require attorney or management review.
• Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting established deadlines and service standards.
• Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm.

Required Qualifications

• Minimum 1 year of experience in customer service, intake, or a related client-facing role.
• Bilingual : Fluent in English and Spanish ( required ).
• Excellent Communicator : You thrive in building client relationships and handling inquiries with professionalism.
• Organized : Able to manage multiple client accounts and prioritize tasks in a fast-paced environment.
• Detail-Oriented : You ensure that every piece of communication is accurate and timely.
• Process-Oriented : You’re comfortable following structured processes and providing clients with timely updates.
• Background Check : Required for this position.

Equal Opportunity Employer Statement

Rivas & Associates is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Originally posted on Himalayas