Swyft Legal Intake Specialist - Swyft Filings

Swyft Legal Intake Specialist  

This position is completely remote, however, we do require employees to reside in the State of Texas.  

We are currently seeking a reliable and highly motivated Intake Specialist to join our Alternative Business Structure team as part of Swyft Legal. The successful candidate will be responsible for assisting with legal filings of trademarks and providing customer support to clients. The ideal candidate should have prior experience in customer support, be proficient in Microsoft Office, and possess excellent scheduling skills.  

About Swyft Legal  

Swyft Legal is on the cutting edge of revolutionizing legal services to help small businesses and individuals by using technology to break through the barriers of traditional, timely, and expensive legal services. Swyft Legal is an Alternative Business Structure that allows non-lawyers to own law firms and legal service providers through smarter and more efficient means. Swyft Legal services the customers of our sister company Swyft Filings and its related entities to help “Empower the Aspirational.”   

Since 2015, Swyft Filings and its companies have grown from a lawyer and two online entrepreneurs into a team of 95 strong – and you can bet we're not done yet. We're proud to have been ranked as one of the fastest-growing companies in Houston, nationally by the Inc 5000 for four years in a row. As we anticipate an exciting future, we invite you to be part of our ongoing journey, contributing to our culture of innovation and excellence.  

General Expectations  

• Punctuality – Be on time.  
• Accountability – Hold yourself and your teammates accountable for your work.  
• Mutual respect - Embrace the talents of your colleagues and our clients.   
• Integrity - Do what's right, because it's right.  
• Quality - Make something better, today.  
• Empathy - Build connections through kindness.  
• Empowerment - Live our mission.  
• Consistency – Dependably maintain a high quality for your work you conduct.  
• Innovation - Believe it's possible.  
• Problem Solving - There is no such thing as “Not my problem.”   
• Humility - Embrace and drive change.  
• Fearlessness - Challenge yourself to think and dream big.  
• Reliability – Consistent attendance and punctuality  

What You'll Need:  

• At least 1 year of customer service or call center experience.  
• Prior experience in legal filings of trademarks is preferred.  
• Proficient in Microsoft Office.  
• Excellent scheduling and time-management skills.  
• Strong attention to detail and ability to multitask.  
• Excellent communication and interpersonal skills.  
• Must be reliable and have a strong work ethic.  
• Must reside in the Greater Houston area.

What You'll Do:  

• Assist clients with legal filings of trademarks and provide excellent customer service.  
• Manage and update customer information in our proprietary customer information system.  
• Schedule appointments and manage calendars.  
• Conduct intake interviews.  
• Maintain accurate and detailed records of client interactions.  
• Collaborate with cross-functional teams to resolve client issues and concerns.  
• Continuously evaluate and identify opportunities to improve customer service processes.  

Benefits/Compensation: 

• Eligible for Medical, Dental, Vision, Life, and Disability Insurance on the first day of employment 
  • 100% employer-covered medical, dental, and vision insurance for employee-only plans 
• 401(k) w/ company match 
• Company-issued laptop + Home office stipend 
• Competitive Paid Time Off 
• Remote Work Model 
• Parental Leave 
• Free Branded SWAG 
• Company Events 
• Referral Program 
• Peer recognition and points with Bonusly