V104- Client Intake and Engagement Assistant

• Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation.

• Document all communications, activities, and updates related to leads and consultations.

• Follow up consistently with qualified leads to encourage consultation scheduling.

• Prepare attorneys with key prospect details to ensure productive and efficient meetings.

• Gather and organize relevant client information prior to consultations.

• Refer unqualified prospects to appropriate referral partners and maintain referral communication records.

• Maintain professional and positive interactions with all prospects while providing an exceptional client experience.

• Conduct initial screenings with prospective clients to determine eligibility and alignment with firm criteria.

• Ensure compliance with internal processes, standards, and confidentiality requirements.

Requirements:

• Schedule: Monday through Friday, 8 AM to 5 PM PST

• Expected call volume: 16 to 30 calls per day

• 2- 3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred

• Ability to conduct qualification screenings and assess prospective client needs

• Experience scheduling appointments and managing calendars

• Ability to handle sensitive conversations with professionalism and discretion

• Strong written and verbal communication skills

• Excellent organizational and documentation abilities

• Comfortable working with CRM platforms and digital communication tools

• Ability to maintain accurate records and track client interactions

• Experience reviewing call recordings and identifying process improvement opportunities preferred

• Capable of preparing reports, tracking metrics, and contributing to operational improvements

Required Skills:

• Bilingual English and Spanish communication

• Client intake and qualification

• Lead follow up and nurturing

• Appointment scheduling

• Payment processing

• Customer service excellence

• Relationship management

• CRM management

• Sales support

• Data entry accuracy

• Report preparation

• Metrics tracking and analysis

• Active listening

• Professional phone etiquette

• Problem solving

• Time management

• Organization and prioritization

• Attention to detail

• Adaptability

• Quick learning ability

• Professional judgment

• Boundary setting and conflict management

• Confidentiality and discretion

• Process improvement mindset

Work Shift:

8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Originally posted on Himalayas

• Client Intake Specialist
• Intake Coordinator
• Client Services Coordinator
• Sales Support Specialist

Source: Himalayas