Legal Intake Specialist
Listed on 2026-08-03
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Customer Service/HelpDesk
Client Relationship Management, Customer Success Mgr./ CSM, HelpDesk/Support, Customer Service Rep
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 Client Intake Specialist should focus on converting appropriate leads (callers) into potential new clients (PNCs) by scheduling them for initial consultation and following up with PNCs after consultations.
This is a position that balances the art and science of outstanding customer care. It requires the right combination of empathy, communication skills, attention to detail, and technical know-how. You'll play an integral role in creating memorable client experiences and helping the owner of the firm continue to grow the business.
Compensation: $45,000 - $55,000 yearly
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