Client Intake Specialist

Profile

Client Intake Specialist
The candidate should have customer service experience. Will be professional (in voice and appearance),with a can-do attitude and desire to deliver excellent customer service to all inbound callers. Key responsibilities will include: Answering all incoming calls; Responding to incoming emails from potential new clients; Explaining the firm’s policies for consultations and client engagements; Gathering, assembling and organizing client intake documents; Processing intake and related documents and maintaining a database of client-related information; Scheduling consultations and client meetings on behalf of attorney; Processing incoming mail on a daily basis; Preparing and mailing communications to clients and contacts; Making post office runs; and Other duties as assigned.

Company info

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