New Client Specialist assisting clients at The Jeffcoat Firm, conducting intake interviews and supporting case management. Bilingual in English and Spanish is required with a hybrid work schedule.
Responsibilities
Answer and manage inbound and outbound calls from potential new clients in English and Spanish
Conduct comprehensive intake interviews and accurately gather case details
Clearly document all information for attorney and internal review
Explain firm processes, expectations, and next steps to callers
Enter and maintain accurate client data in the firm’s case management system
Handle sensitive or emotional conversations with professionalism and empathy
Follow established intake scripts, qualification guidelines, and firm procedures
Collaborate with attorneys, supervisors, and intake leadership to ensure smooth case flow
Requirements
Fluent in English and Spanish (required)
Previous experience in legal intake, call center, customer service, or a related role preferred
Strong verbal and written communication skills
High attention to detail and excellent organizational skills
Ability to work in a fast-paced, performance-driven environment
Professional, reliable, and punctual
Comfortable working both in-office and remotely as part of a hybrid schedule
Benefits
comprehensive benefits package including medical, dental, and vision coverage
parental leave & 401k plan with an employer contribution
generous vacation policy, including 12 paid holidays
8 hours of volunteer time off per quarter to support causes you're passionate about
ongoing training and development to help advance your career
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