Junior Client Intake Specialist @ The Matian Firm

The Matian Firm is looking for a Junior Client Intake Specialist. This is a legal sales role. In this position one is responsible for handling inbound clientele service requests, such as appointment setting, case vetting, and general questions. The Junior Client Intake Specialist is also responsible for screening potential client calls in order to determine if The Matian Firm can represent a prospect’s case and assisting our legal team with initiating new client cases. We help represent the Spanish speaking population, thus fluent bilingualism in Spanish is required.

Responsibilities include:

Handling inbound phone calls, setting appointments, and screening prospective clients before scheduling an attorney-client consultation
Track and monitor potential new client inquiries and leads (email, internal, and phone referrals)
Assists with answering customer inquiries and problems by routing customer to the proper contact and/or department
Accurately log client information in our software database system
Assist attorneys with administrative tasks related to opening new cases and maintaining databases
Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.
Carry out prospective client interviews/interactions with genuine empathy and compassion
Strict business dress code and punctuality standards

Those with BDC sales, metric based, and/or KPI based work experience are strongly encouraged to apply.

Qualifications:

Must be bilingual (English/Spanish) with written and verbal proficiency
At least 2 years of experience doing intake, preferably in the legal field preferred but not required.
Case Management software experience is a major plus
Great interpersonal skills, extending patience when working with individuals and proactivity when issues arise.
Ability to maintain several responsibilities at once and time-management skills, prioritizing high and low level demands adequately
Excellent customer service attitude in fast-paced environments
ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY.

Here at the Matian Firm we offer comprehensive benefits (medical, dental and vision insurance), an excellent compensation package, paid parking, paid time off, and more! Come work as an lntake Specialist at a growing firm with opportunities to advance and learn alongside a team of professionals within the legal industry. The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We’re dedicated to providing an inclusive, open, and diverse work environment.

6 month growth

1 year growth

2 year growth