Legal Intake Specialist
Listed on 2026-07-08
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Customer Service/HelpDesk
Customer Success Mgr./ CSM, HelpDesk/Support, Client Relationship Manager
Our Metro West-based boutique Estate Planning and Elder Law Firm is looking for a compassionate and productive Client Intake Specialist who will focus on providing people who contact us with the ultimate customer service experience.
The Client Intake Specialist's primary goal is to build relationships with our former, current, and potential new clients on the telephone and in person when they visit our office. The primary responsibilities include converting appropriate leads (callers) into potential new clients (PNCs) by scheduling them for initial consultations and following up with PNCs after consultations.
This position balances the art and science of outstanding customer care. It requires empathy, strong communication skills, attention to detail, and technical know-how. The role involves creating memorable client experiences and supporting the firm's growth.
Compensation: $45,000 - $55,000 yearly
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