Intake Specialist / Customer Service

Job Title: Intake Specialist
Schedule: Monday to Friday, 7:00 am to 4:30 pm PST
Job Description:
• Seeking a hard-working, organized, self-motivated, and patient candidate.
• Strong communication skills are essential.
• Preference for candidates with a production background in sales or other qualifying customer service experience.
• Bilingual in English and Spanish is required.
• Some office or legal experience is preferred but not required.
• Competitive salary and benefits offered.
Responsibilities:
• Communicate with prospective clients via phone, email, and text.
• Ensure accurate data entry into the system.
• Make follow-up calls to potential clients.
• Manage onboarding processes for new clients.
• Assess incoming calls to determine if clients should be signed by the firm or referred elsewhere, while inputting client contact data.
Requirements:
• Excellent telephone etiquette.
• Strong communication and consultation skills with strong people skills.
• Experience in customer support.
• Maintain a positive, empathetic, and professional attitude toward callers.
• Ability to stay calm under stress.
• Cultural awareness.
• Relationship management skills.
• Attention to detail.
• Ethical practice and prompt response to customer inquiries.
• Effective communication and coordination with colleagues.
Skills:
• Telephone etiquette
• Communication and consultation
• Customer support
• Positive, empathetic, and professional attitude
• Cultural awareness
• Relationship management
• Attention to detail
• Ethical practice
• Communication and coordination

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