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Client Intake Specialist / Office Assistant

Wells-Gibson Family Law, APC
San Diego, CA Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/3/2025

Job Title : Client Specialist / Office Assistant

Location : 2878 Camino Del Rio South, Ste 300, San Diego, CA 92108

Employment Type : Full Time, In Person

About Us :

Wells-Gibson Family Law, APC, founded in 2021 by Deveney Wells-Gibson, is a growing law firm in San Diego dedicated to providing a seamless, goal-oriented, experience for clients. We prioritize a culture of respect, reasonableness, and innovation, both in our client interactions and internal operations. As a small, close-knit team, each member plays a vital role in our success, owning their position with autonomy and continuously striving to improve processes, leverage technology, and drive the firm forward.

Our goal is to modernize the legal field by increasing efficiency and accessibility, becoming the premier law firm for the next generation of San Diego families. At Wells-Gibson Family Law, we value work-life balance and foster a collaborative environment where each team member contributes meaningfully to our success, ensuring a positive and fulfilling workplace culture.

About You :

  • You possess strong sales and customer service skills.
  • You’re excited to build a lasting career in a growing business that offers opportunities for professional development.
  • You are reliable and consistent.
  • You are a self-motivated individual who excels at balancing job training with personal growth.
  • You are eager to take full ownership of your role, becoming the expert in your tasks and responsibilities.

Responsibilities :

  • Answer incoming phone calls, emails, and chat messages, and promptly return missed calls / voicemails.
  • Effectively communicate with potential clients, guiding them through the onboarding process while building rapport and securing their business.
  • Follow up with potential clients before and after consultations to support client conversion.
  • Screen unqualified leads and conduct conflict checks.
  • Schedule consultations and appointments for current and potential clients.
  • Educate clients on self-service options through our Client Portal.
  • Ensure client contracts and documents are sent promptly and that clients feel welcome and supported throughout the process.
  • Manage and improve the client intake systems and processes.
  • Requirements :

  • Must be available to work Monday through Thursday, 9 AM - 5 PM, and Friday, 9 AM - 12 PM.
  • A minimum of 2 years of experience in sales or sales-oriented customer service.
  • Ability to adapt your verbal and written communication to suit client needs, whether it’s high energy, empathy, excitement, comfort, or condolences.
  • Self-motivated with a high degree of independence.
  • Capable of giving and receiving constructive feedback.
  • Strong organizational, time management, planning, and communication skills, both with clients and within the team.
  • A keen attention to detail.
  • Proficiency in Microsoft Word, Adobe (PDF), and Google Workspace.
  • Ability to think critically and creatively.
  • Exceptional written and verbal communication skills, with the professional articulation expected in the legal field.
  • Bilingual in English and Spanish is a major plus.
  • Compensation & Benefits :

  • Hourly rate : $16-$18 per hour, DOE.
  • Medical
  • Vision
  • Dental
  • 401K available
  • 4 ½ day workweek (Friday afternoons OFF!).
  • Paid Time Off
  • Referral program : 10% commission for clients you refer to the firm.
  • Performance-based bonuses.
  • Paid educational opportunities to support professional development.
  • Spontaneous perks and benefits offered regularly, with suggestions welcome!
  • Experience Required :

  • Sales / Customer Service : 2 years (Required)
  • Legal Assistant Experience (Preferred)
  • Language : English (Required) and Spanish (Preferred)
  • Join us at Wells-Gibson Family Law, where we aim to make a real difference in the legal industry while maintaining a balanced and supportive work environment.
  • Salary : $16 - $18

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