Logo
Alexandra Lozano Immigration Law PLLC

Client Onboarding Specialist- (Bilingual English/Spanish)

Alexandra Lozano Immigration Law PLLC, Seattle, Washington, us, 98127

Save Job

1 day ago Be among the first 25 applicants Job Summary:

The Intake Specialist plays a vital role in the process of onboarding potential clients. They are responsible for meeting with individuals engaging in services offered by the firm, confirming client information, communicating case eligibility options, and providing information regarding the process for relief options. The Intake Specialist is a professional position that ensures a smooth and efficient client onboarding experience.. Job Summary:

The Intake Specialist plays a vital role in the process of onboarding potential clients. They are responsible for meeting with individuals engaging in services offered by the firm, confirming client information, communicating case eligibility options, and providing information regarding the process for relief options. The Intake Specialist is a professional position that ensures a smooth and efficient client onboarding experience..

Key Responsibilities:

Meet with potential clients to effectively communicate the firm's unique value proposition, services, and benefits. Build and maintain strong relationships with potential clients by providing exceptional customer service, demonstrating empathy, and addressing their concerns and questions. Review the information provided by potential clients. Sign up new clients, while addressing any concerns, and highlighting the benefits of working with the firm. Collaborate closely with our team of attorneys, paralegals, and legal assistants to ensure a smooth transition of newly onboarded clients to begin their case process. Provide accurate and comprehensive information about the client and their case to facilitate efficient case management. Maintain detailed records of client interactions, consultations, and activities in the firm's customer relationship management (CRM) system. Provide regular updates to management on performance, and ensure the proper use of systems to guarantee accurate reporting. Handle any additional tasks or responsibilities as directed by management.

Qualifications:

All candidates must have a Bachelor’s Degree. Must be fully bilingual- Spanish & English. Must possess at least 2 years of professional experience, preferably working in an immigration law firm. Strong persuasive communication and someone who enjoys working directly with current and potential clients. Knowledge of immigration laws, regulations, and processes. Excellent interpersonal and relationship-building skills to establish trust and credibility. Ability to work independently and a self-starter. Outstanding communication skills, both verbal and written, to effectively convey complex information. Results-oriented mindset with a drive to meet or exceed targets and business objectives. Familiarity with CRM systems and activity tracking tools.

Amazing Benefits Include:

Medical (100% employer paid) Vision Dental $50k life insurance policy 401(k) with 6% Employer Match, PTO, Paid Holidays, Employee Assistance Program, Fitness Stipend

We are excited about the possibility of you joining our team!

Apply now and take the next step in your career with Abogada Alexandra Immigration Law, PLLC! Seniority level

Seniority level Not Applicable Employment type

Employment type Full-time Job function

Industries Real Estate, Financial Services, and Capital Markets Referrals increase your chances of interviewing at Alexandra Lozano Immigration Law PLLC by 2x Sign in to set job alerts for “Client Services Representative” roles.

Bellevue, WA $40,000.00-$80,000.00 1 week ago Seattle, WA $55,000.00-$70,000.00 3 weeks ago Bellevue, WA $34,000.00-$85,000.00 1 week ago Part-Time Workplace Experience Coordinator

Customer Service Program Specialist, Amazon Customer Service

Seattle, WA $36,900.00-$58,600.00 2 days ago Mercer Island, WA $60,000.00-$70,000.00 2 weeks ago Customer Service & Order Entry Specialist

Greater Seattle Area $45,000.00-$55,000.00 2 weeks ago Seattle, WA $75,000.00-$90,000.00 7 hours ago Seattle, WA $50,920.00-$63,660.00 1 day ago Seattle, WA $60,000.00-$70,000.00 1 month ago Seattle, WA $78,000.00-$82,000.00 2 weeks ago Veterinary Client Service Representative

Customer Training Scheduler (Associate & Mid-Level)

Bellevue, WA $70,500.00-$137,500.00 1 week ago Program Specialist, Amazon Customer Service

Seattle, WA $36,900.00-$58,600.00 19 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr