Overview

Senior Legal Project Manager Jobs in Westlake, TX at Charles Schwab

Intake Specialist

OVERVIEW: Manuel Diaz Law Firm, PC. is looking for an ambitious, dedicated, outgoing, and passionate Bilingual (Spanish) Intake Specialist to join our team.

REPORTING RELATIONSHIP: Reports to the Intake Manager.

DUTIES AND RESPONSIBILITY: The Intake Specialist will provide a broad spectrum of sales and customer service under the supervision of an Intake attorney.

Manuel Diaz Law Firm, P.C.’s mission is to establish a dedicated client relationship by providing the highest quality legal representation and an exceptional client experience. Our values are to treat others as you want to be treated, positive mental attitude, and go above and beyond.

Responsibilities

Conduct potential client consultations
Manage client interaction to facilitate communication.
Locate and develop relevant case information
Type up and file basic legal documents and correspondence
Assist team in gathering documents from clients
Answer and direct phone calls
Maintain and conduct contact lists of potential clients for follow-ups

Qualifications & Skills

Excellent customer service skills
Excellent sales and negotiation skills
Computer literacy (Microsoft Word, Outlook and Excel; Adobe Acrobat)
Proficiency in English and Spanish
Excellent secretarial and organizational skills
Ability to juggle multiple activities and work under pressure

Job Type: Full-time

Benefits:

Health Insurance
Dental insurance
Vision insurance
Supplemental insurance
Life insurance
STD/LTD coverage
Paid time off
401 (k)

Schedule: Monday to Friday

Work Location: One location

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Title: Senior Legal Project Manager

Company: Charles Schwab

Location: Westlake, TX

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