Client Intake Specialist
A busy and growing law firm is searching for its next new client intake specialist.
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.
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.
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!
Job Type: Full-time