Intake and Outreach Specialist - Austin
1 week ago

Job summary
We are seeking a highly organized Intake & Outreach Specialist to serve as the firm's primary point of contact for prospective and current clients.This role is ideal for someone who thrives in structured environments, communicates clearly and compassionately,
- Serve as the first point of contact for clients via phone, text, email,
- Conduct initial intake and screening for probate, estate planning,
Job description
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