Client Service Specialist- (Bilingual English/Spanish)

The Concierge Intake Specialist plays a vital role in the process of onboarding potential clients, ensuring a smooth and efficient client onboarding experience. They will meet with individuals, confirm client information, communicate case eligibility options, and provide information regarding relief options.

Requirements

• 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.
• Greet clients, answer calls, and other required front desk duties.
• Support clients by collecting, and processing documents or other direct client needs to serve as a liaison between clients and the legal team.
• Oversee office tasks to maintain smooth daily operations.
• Handle any additional tasks or responsibilities as directed by management.