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 escalate 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.