Client Success Intake Specialist

Job Description: Client Success / Intake Specialist

Our client is looking for a Client Success / Intake Specialist to join their remote US team.

Job Responsibilities:

• Manage client intake process and ensure excellent customer service
• Communicate effectively with potential clients to gather necessary information
• Assist clients with completing required forms and documentation
• Coordinate initial consultations with attorneys
• Follow up with clients to ensure satisfaction and provide updates on case progress

Essential Qualifications:

• Strong interpersonal and communication skills
• Detailoriented and organized
• Ability to handle sensitive and confidential information with discretion
• Proficient in Microsoft Office applications
• Experience in customer service or client relations

Desired Experience:

• 13 years of experience in a similar role
• Familiarity with legal terminology and procedures
• Previous experience in a law firm or legal setting