New Client Intake Specialist - Job Opening

Prospective Client and Referral Relationship Developer

A busy and growing law firm is searching for its next new client and referral partner relationship developer.

You will be taking calls into our firm from prospective clients and determining whether we can help.

You will be making calls to those who contact us via our website and other methods to deepen relationships and ultimately determine whether we can help.

An additional and important part of the position is tracking information in our CMS, applying predeveloped workflows, completing tasks associated with the workflows including follow-up calls, document & package mailings, and invoice collection.

You will also identify referral sources, and both develop and create relationships with these sources.

You will be the primary point of initial contact for our organization.

You must be great at conversation, emotionally intelligent, able to pull information from even the toughest of interactions, and doing so must bring you joy and happiness. We also need someone who can follow directions, enter data precisely into our CMS, does not have difficulty following a plan but can also change directions quickly. You should not need basic instruction on office software and should be able to figure out other more complex software quickly and easily (it should mostly be intuitive). You should be a continual learner, willing, and able to recognize opportunities to improve yourself and our firm. You abhor excuses and just get things done.

READ THIS: Do not apply if any of the following are true: communicating with people is not fun, exciting, or joyful to you; you speak only when spoken to; you end conversations because there is nothing else to say (you always have something to say); you are not a “computer person”; are unable to end conversations politely; need a minute-by-minute schedule each and every day to get your work done.

Skills needed:

  • Great at creating, maintaining, and deepening relationships
  • Extremely detail-oriented
  • Great at remembering faces, names, and personal details
  • Understands how to use CRM and other basic office software
  • Easily learns and implements new ideas, training, and systems
  • Can do the hard work of saying “No” with a smile
  • Has compassion and empathy naturally, and can get more out of a conversation than most others
  • Efficient with time and deadlines
  • Would be described as a communicator and an out-going people person; you are a connector
  • Great at follow-up and follow-through
  • Has an understanding of office procedures (email, fax, mail, copying, scanning, document naming conventions, etc.)
  • Able to function effectively in a fast-paced, frequently changing office environment

If you are still interested, we anticipate paying between $10-12.50 per hour for this position depending on ability and you will have room to grow. Our firm has free parking, flexible scheduling, and time off.

To apply:

THIS IS IMPORTANT. IF YOU DO NOT FOLLOW THESE DIRECTIONS, YOU WILL NOT BE CONSIDERED! YOU GET ONE CHANCE TO GET THESE DIRECTIONS RIGHT – SO READ THEM, REREAD THEM, CHECK AND THEN DOUBLE CHECK BEFORE YOU HIT SEND!

  • Send an email to stc.lawresumes AT gmail DOT com with the subject line – “I want the Prospective Client and Referral Relationship Developer position.” 
  • In your email (cover letter), tell us the following:
    • You are willing to work for the rate we are willing to pay;
    • Tell us a little about a recent book or movie or performance you really enjoyed and why it resonated with you;
    • Tell us why you want this job right now and how this job will help you move towards your long-term career goals;
    • How your past experiences will help you in this position; and
    • Tell us why you are the best candidate (i.e., what makes you unique/standout/different)!
  • Attach your resume as a PDF file. Only PDF files will be considered. Also, please don’t use a canned resume builder offered through the job site. It does not help you stand out.
  • Make sure your spelling, grammar, and syntax are correct in everything you send!
  • Candidates not following these directions precisely will not be contacted.
  • Candidates not selected for the next step will not be contacted.

Job Type: Full-time

Loyd J. Bourgeois
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Nationally recognized attorney dedicated to fighting life's legal battles with compassion and care
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