Intake Specialist

Are you confident, kind, patient, and assertive? Do you possess emotional intelligence and the ability to connect with people navigating major life disruptions? Do you have experience in customer service and/or sales? Our matrimonial law firm is seeking an Intake Specialist role dedicated to providing an exceptional client experience for both current and prospective clients while playing a vital role in retaining new clients. We take pride in our concierge approach, tailoring representation to each individual situation. If you love delivering exceptional customer service and helping people find the best fit for their needs, please apply. Compensation- $50,000 - $60,000 per year plus annual bonus potential up to $20,000 We are looking for team members who will enhance our concierge experience for clients. We offer a dynamic work environment with opportunities for growth, along with comprehensive training for new team members. Join us, and you'll have the chance to make a significant impact on someone navigating a challenging life transition and help them find their way forward. Benefits We Offer: • Paid federal holidays • Health Insurance • 401(k) with guaranteed employer contribution We are an equal-opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. No relocation assistance is available. Incomplete screening requirements will not be considered. Responsibilities: • Provide a first-class experience to potential new clients • Handle interactions with empathy and authority • Engage with potential new clients to determine if they are a good fit for the firm and facilitate a smooth transition to attorney consultations • Utilize our phones and calendar system to ensure a seamless client experience • Meet expected monthly performance metrics for appointments set with attorneys • Monthly data management and reporting • Ensure all case intake legal documents are processed, accurate, and executed properly • Provide clerical support to the operations team as needed Qualifications: • At least 1 year of sales experience is strongly preferred • Critical thinking skills • Pro-active, results-oriented mindset • Flexibility, optimism, and empathy toward individuals dealing with marital issues • Confidence to be kindly assertive with clients when necessary • Reliability, accuracy, and responsibility in all tasks • Technical Proficiency: experience with a CRM and Microsoft Office is required; Clio is a plus, but we will train • Heavy phone responsibilities Compensation: $50,000 - $60,000 per year

• Provide a first-class experience to potential new clients • Handle interactions with empathy and authority • Engage with potential new clients to determine if they are a good fit for the firm and facilitate a smooth transition to attorney consultations • Utilize our phones and calendar system to ensure a seamless client experience • Meet expected monthly performance metrics for appointments set with attorneys • Monthly data management and reporting • Ensure all case intake legal documents are processed, accurate, and executed properly • Provide clerical support to the operations team as needed

Compensation: $50,000-$60,000 per year