Senior Client Intake Specialist - New York, United States - The Matian Firm, APC

Description

ALL SALES RELATED EXPERIENCE IS ENCOURAGED TO APPLY

• EVEN WITH NO LEGAL BACKGROUND.

Our New York office is looking to hire an Client Intake Specialist (Case Analyst) with knowledge in Immigration and Criminal Defense law, with a desire to grow within the legal industry.

The Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained.

This position must be staffed by an individual who is business development-oriented and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls.
You will ensure operational excellence and handle a large volume of incoming client calls.

The ideal candidate will be able to work some weekends and be able to commute to our New York office as is required for this role.

Job Description:

Screen telephone calls before scheduling an attorney-client consultationPersistently monitor all potential new client inquiries (email, internet, phone and referrals)Immediately contact every potential client and establish relationship with clientUpdate logs and reporting systems to reflect status of all potential new clientsConduct potential new client interviews with genuine empathy and compassionSchedule appointments for potential clientsTake accurate notes during the attorney-client initial consultationCollaborate with our attorneys to complete the initial consultation processAssist attorneys with administrative tasks related to opening new cases and maintaining databasesFollow instructions from the supervising attorney and perform accordinglyWrite emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)QualificationsBilingual (English/Spanish) with full proficiency is REQUIREDMinimum 3 years of sales experience required, customer service experience a major plusStrong background with performance-based metricsCase Management software experience is a major plusResourceful and motivated to solve issues as they ariseStrong attention to detailProven track record to meet goals and deadlinesMust be able to work weekendsHere at the Matian Firm, we offer medical, dental, and vision insurance.

We have a great compensation package including a 401(k) plan.

Some perks include catered lunches, complimentary parking, paid time off, and more Come be apart of our growing firm and its opportunities for your career development.

You will learn and develop alongside a team of professionals who aim to excel in the legal industry.


Job Type:
Full-timeSalary: $55,555-$65,000/yearly depending on relevant experience


Benefits:
401(k)

Dental insuranceHealth insurancePaid time offVision insuranceSchedule:8 hour shiftsSaturday availability required

Travel requirement:
No travel required but might be suggested for training in other offices in other states


Language:
Spanish (Required)

Work Location:
In person