Jobs in America

Client Intake Specialist

Charleston
FULL TIME

Full time work can offer a way to work with a variety of clients and industries, which can lead to new opportunities and connections. You have the opportunity to negotiate your salary with the employer because they do not disclose it. The company has a job opening in Charleston, but may consider candidates from other areas or remote workers who meet the qualifications. The job offer for Client Intake Specialist was made available on March 4, 2024, and it will end on June 2, 2024.

Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!Compensation:

$40,000 - $60,000 yearly

Responsibilities:
  • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
  • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
  • Perform miscellaneous clerical tasks as needed, including transcription,research, spreadsheet management, and email writing to ensure operational efficiency

Before you start applying for jobs online, you should keep in mind some essential factors to ensure a safe and fruitful job search. Beware of any job postings that require you to pay upfront fees for any reason. Only share personal information with reputable employers. Don't fall for job postings that require you to give your personal bank account information. Be cautious of job postings that require you to sign up for a recruitment or staffing agency before being considered for a job, as these are often signs of a fraudulent job posting. Your instincts are often your best defense against online job scams. It is important to reach out to the organization directly to verify that the job is real and that they are currently hiring. Make sure to do your due diligence and research the company before accepting any job offer to ensure its legitimacy and reputation. Employers who only conduct interviews over text or email may not be reputable, so it's important to verify their authenticity.

  • Follow up with prospective leads by phone, email and text, logging the data in our CRM to ensure every lead's details are captured and others understand where the lead is in the pipeline
  • Provide daily, weekly, monthly, and quarterly reporting on lead volume and conversion metrics

Qualifications:
  • Previous legal experience a plus
  • Previous experience with CRM and case management software desired
  • Previous customer service or sales experience preferred
  • Excellent and empathetic verbal and written communication skills required
  • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
About Company


At Katie Charleston Law, PC, we are more than just a legal practice – we are a community driven by core values that set us apart. Our values include thoughtful action, overcommunication, unconventional thinking, graceful honesty, and fearless advocacy. We believe in making a positive impact in the lives of our clients through strategic legal solutions and unwavering commitment.

Have you taken a close look at all the requirements of this job vacancy? If so, it's time to make a decision. We welcome applications from individuals who have thoroughly assessed their qualifications and experience for this job. Please make sure to read the job posting carefully before submitting an application. Don't sacrifice quality for speed – make sure that your application is thorough and accurate. Furthermore, you may want to explore other job vacancies on liquidscapes.info that match your qualifications.