Client Intake Specialist - Bilingual (English/Spanish)
Rivas & Associates
VenezuelaPosted 11 days agoDiscoveredMatch locked
RemoteContractor
About Rivas & Associates
At Rivas & Associates, we are dedicated to providing exceptional legal services with a client-focused approach. As a growing law firm, we emphasize professionalism, efficiency, and excellence in client relations.
Job Overview
We are seeking a dedicated and detail-oriented
Client Intake Specialist
to serve as the compassionate first point of contact for clients throughout the production process. This role requires the ability to actively listen, ask thoughtful follow-up questions, and gather accurate information from clients who may be facing stressful or sensitive circumstances — all while keeping their case moving smoothly toward the next stage of the legal process.
Key Responsibilities
- Conduct welcome calls, intake interviews, and detailed questionnaires to gather complete and accurate information about each client's history, goals, and legal needs.
- Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received.
- Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items.
- Provide translation support for client documents when qualified and assigned.
- Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems.
- Identify and escalate issues, inconsistencies, or concerns that may require attorney or management review.
- Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting established deadlines and service standards.
- Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm.
Required Qualifications
- Minimum
1 year of experience
in customer service, intake, or a related client-facing role.
•
Bilingual
: Fluent in English and Spanish (
required
).
•
Excellent Communicator
: You thrive in building client relationships and handling inquiries with professionalism.
•
Organized
: Able to manage multiple client accounts and prioritize tasks in a fast-paced environment.
•
Detail-Oriented
: You ensure that every piece of communication is accurate and timely.
•
Process-Oriented
: You’re comfortable following structured processes and providing clients with timely updates.
•
Background Check
: Required for this position.
Equal Opportunity Employer Statement
Rivas & Associates is an
equal opportunity employer
. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas
Not included in the source posting: benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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