What are the responsibilities and job description for the Client Intake Specialist - Midtown position at Wiggam Law?
- Do you believe in helping others without condescension or judgment? Our focus is on helping clients resolve significant financial problems.
- Do you thrive in a work environment requiring attention to detail and accuracy with a self-reliant approach?
- Do you demonstrate a good deal of patience working within a routine and or activities?
- Are you a good listener who is motivated to discreetly analyze and understand the prospective client’s needs?
Position Summary
The Client Intake Specialist (CIS), who will be the first impression for our firm, plays a valuable role by performing the intake process to identify potential new clients who are a good fit for the firm. The CIS will set up and manage the process of client engagement and facilitate the transition to the client's assigned legal team. The CIS will be responsible for managing accurate intake data using various applications.
The successful candidate will empathize with callers who may be dealing with challenging or deeply personal situations. Excellent interpersonal and communication skills, mainly by phone and email, are a must. Our client-focused environment requires a patient, dedicated, highly productive individual who possesses a sense of urgency, can take direction, is a team-player, and can execute tasks independently with poise.
