Senior Client Intake Specialist - Immigration/Criminal Law - The Matian Firm, APC

Our San Jose office is looking to hire an experienced Senior Client IntakeSpecialist (Immigration/Criminal Law) with a desire to grow within the legal industry. This position must be staffed by an individual who is business development oriented and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls. You will directly oversee and ensure the operational excellence of an Intake team that handles a large volume of incoming client calls. We're looking for candidates who have experience in Intake or Immigration assisting an attorney, either as an immigration clerk, legal assistant or paralegal. In order to be successful in this role it is necessary for this candidate to have experience in Immigration Law and an understanding of how to conduct a proper Intake. We're looking for a top-notch intake management professional who will manage multiple aspects of client relations for the law firm as well as the team of intake coordinators. This position will often be the first line of contact for potential clients.

Responsibilities

• Directly oversees an Intake team and carries out supervisory responsibilities.
• Review and assigns new business intake
• Screen telephone calls before scheduling an attorney-client consultation
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Follow up with pending inquiries
• Update logs and reporting systems to reflect status of all potential new clients
• Conduct potential new client interviews with genuine empathy and compassion
• Schedule appointments for potential clients
• Take accurate notes during the attorney-client initial consultation
• Collaborate with our attorneys to complete the initial consultation process
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Follow instructions from the supervising attorney and perform accordingly
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Qualifications

• Are bilingual (English/Spanish) with full proficiency
• 2+ years of experience in Management
• 3+ years of experience in Immigration Law PREFERRED BUT NOT REQUIRED
• 2-3 years of customer service and/or sales experience
• Strong background with performance-based metrics
• Case Management software experience is a major plus
• Resourceful and motivated to solve issues as they arise
• Customer service attitude
• SALES MANAGERS ENCOURAGED TO APPLY WITH NO LEGAL BACKGROUND

Salary: $65,000.00 - $70,000.00 per year

Do you have a passion for the legal field and a desire to practice within an organization with lots of room for growth? Here at the Matian Firm, we offer benefits (medical, dental and vision insurance), an excellent compensation package, paid parking, paid time off, and more! Come work as an Senior Intake Sales Closer at a growing firm with opportunities to advance and learn alongside a team of professionals within the legal industry. Apply now!

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment