Overview
Client Intake Specialist Jobs in Tucson, AZ at Fleming & Curti, PLC
Job Summary
The Fleming & Curti law firm is seeking a client-focused, self-motivated professional to join the Firm. Our busy practice provides estate planning, probate trust administration, guardianship and conservatorship services to clients and their families. Qualified candidates must have experience working with clients on the phone and working with confidential information in a fast-paced and team-oriented environment.
The intake specialist serves as the first point of contact for potential and returning clients and is responsible for managing the entire intake process.
Responsibilities
Initial client contact: Respond promptly to inquiries from potential clients and existing clients via phone and/or email. This job is mostly phone-based work.
Information gathering: Conduct initial interviews to gather relevant information regarding clients’ needs (trust administration, probate, estate planning, guardianship, and conservatorship, etc.) and create concise intake notes for attorney review.
Data Entry: Accurately input client information into Clio, the Firm’s practice management database, and save documentation provided to Clio. Perform conflict checks. Create and organize electronic client files.
Scheduling: Review attorney calendars and schedule initial consultations with attorneys. Coordinate schedules with conference room and Firm calendars, and send an appointment confirmation.
Documentation: Send client the Fleming & Curti questionnaire form and information about what they can anticipate in the initial consultation.
Tracks pending cases: Monitors pending client cases on a regular basis and works closely with attorneys to manage status.
Confidentiality: All sensitive client information must be handled with the utmost confidentiality and in accordance with legal requirements.
This position will provide front-desk coverage on a daily basis during lunch and as needed.
Experience
- 3+ years customer-facing phone or intake experience required
- Previous work experience in a professional setting where confidentiality and discretion are required.
- Strong customer service skills.
- High attention to detail skills.
- Good computer and typing skills.
- Strong listening and communication skills, both oral and written.
- Excellent organizational skills and the ability to multi-task.
- High school diploma or GED required.
- Experience working in law firm is a plus.
- Spanish-speaking skills a plus
- Must pass a criminal background check.
Pay: $18.00 – $23.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- High school or equivalent (Preferred)
Experience:
- customer-facing phone or intake : 3 years (Preferred)
Work Location: In person
Title: Client Intake Specialist
Company: Fleming & Curti, PLC
Location: Tucson, AZ
Category:
