What are the responsibilities and job description for the Intake Specialist position at Block LLP?
We are seeking an Intake Specialist to greet and assist new clients as their first point of contact, providing a friendly and professional introduction to our firm. In this role, you’ll handle client intake calls and collect essential information. The ideal candidate is empathetic, detail-oriented, and highly motivated.
Job Responsibilities
- Conduct initial client intake calls in both English and Spanish, gathering case details and required documents.
- Ensure clear and empathetic communication to make clients feel supported and understood.
- Maintain detailed case notes and client information in our case management system.
- Collaborate closely with the intake team to facilitate smooth and seamless transitions for each case.
- Must be fluent in both English and Spanish.
- Previous experience in sales, customer service, or client intake is required; legal experience is preferred.
- Excellent interpersonal skills and ability to actively listen to clients.
- Strong organizational skills with great attention to detail.
- Self-motivated and proactive individual who can work independently.
Compensation: $20 - $25 hourly bonus eligibility based on performance
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Training & Development
- Free Food & Snacks
Salary : $20 - $25
