Hybrid Legal Client Intake Specialist – Immigration

at Ellis Porter - The Immigration Attorneys

• Job title: Legal Client Intake Specialist – Immigration
• Job type: Full Time
• Experience level: Junior
• Salary: $43,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Troy, United States

About the role

• Client Intake Specialist managing client intake and support processes for immigration-related cases. Utilizing CRM tools and providing high-level service to a diverse client base in a remote capacity.

Responsibilities

• Use workflows to manage the full intake process, including things like check-ins, case status updates, and required follow-ups with a high volume of clients each day
• Monitor and respond to multiple shared inboxes, ensuring timely handling and routing of inquiries from prospective and existing clients
• Conduct outbound calls with prospective clients to complete consultations and intake steps, answer questions, and move cases forward with same-day or next business-day follow-up
• Record and regularly update all client information and feedback in HubSpot
• Support multiple attorney teams by coordinating leads, managing calendars, tracking case assignments, and handling post-appointment follow-ups
• Review client credentials (resumes, Google Scholar citations, highest degrees, etc.) to support case evaluation and eligibility decisions, ensuring attorneys have complete, well-organized information for consideration
• Perform additional duties as assigned by management

Requirements

• Bachelor's Degree or equivalent experience
• 1+ years of experience in a customer service, administrative, or other public-facing role emphasizing a high level of service
• Proficiency in HubSpot, Microsoft Office, and/or other CRM systems highly preferred
• Comfort using firm-approved AI and automation tools to support intake workflows
• Strong organizational skills and a high level of attention to detail
• Proficiency in additional languages is valued but not required
• Ability to work effectively both with a team and independently
• Cultural sensitivity and passion for supporting immigrants and recognizing their valuable contributions to America's economy and culture
• Experience working in remote or hybrid environments preferred

Benefits

• Competitive compensation
• Health/dental/vision/life insurance benefits
• 401(k)-retirement savings plan with employer-matching
• Generous paid-time-off policy
• Casual attire and the opportunity to enjoy complimentary international cuisine in the office
• Flexible work schedules, including remote work opportunities