Client Relations Specialist

Description:

Prominent Probate Law Firm seeks to add a Client Relations Specialist/Intake Specialist to join their team. The ideal Client Relations Specialist/Intake Specialist should feel at ease communicating with a wide array of potential clients over the phone. This role is tailor-made for empathetic listeners deeply committed to providing top-tier customer service. Successful candidates will demonstrate the ability to work seamlessly as team players, with strong interpersonal and communication skills, and exhibit agility in multitasking, organization, flexibility, and meticulous attention to detail. As a Client Relations/Intake Specialist, you'll become an integral part of the Client Relations team within the Marketing & Business Development group. Your role will involve reporting to the Director of Marketing, contributing to the firm's ongoing growth and success.

Legal Client Relations/Intake Specialist Duties:

• Manage potential client intake:
• Handle incoming potential client calls, directing and screening as needed
• Monitor and promptly respond to online inquiries
• Evaluate and qualify leads
• Input lead information into the CRM system
• Aid attorneys in gathering necessary documentation to assess lead qualifications
• Coordinate appointments between qualified leads and supervising attorneys
• Conduct follow-up communications with qualified leads
• Conduct conflict checks for potential clients utilizing the CRM system and other firm databases
• Contribute to the development and upkeep of Dynamics and process documentation
• Assist with Marketing & Business Development tasks and projects as assigned

Legal Client Relations/Intake Specialist Qualifications:

• Possess a professional, pleasant, and outgoing personality and demeanor
• Exhibit adeptness in maintaining professional phone etiquette
• Demonstrate exceptional multitasking abilities in a fast-paced environment while upholding accuracy in repetitive tasks
• Showcase strong interpersonal and written communication skills
• Exhibit keen attention to detail and strong organizational abilities
• Thrive both as an independent worker and as a valuable team member
• Excel in multitasking and meeting deadlines in a fast-paced office setting
• Display a high level of technological proficiency, with a capacity to quickly adapt to and utilize new software
• Maintain familiarity with Windows, Microsoft applications, and Adobe Acrobat