V104 - New Client Intake Specialist

Responsibilities: The specialist will guide prospective clients through the intake process, gather essential case information, and conduct conflict checks. They are responsible for scheduling consultations and maintaining accurate client records within the CRM system.

Requirements: Candidates need 1-2 years of experience in intake or customer service and must be bilingual in English and Spanish. Strong organizational skills and the ability to handle high call volumes in a fast-paced environment are required.

Key skills: Client Intake, Customer Service, English Proficiency, Spanish Proficiency, Active Listening, Relationship Building, Attention To Detail, Problem Solving, Time Management, Multitasking, Phone Etiquette, CRM Management

Keywords: MyCase CRM, Webex, Outlook, VOIP, Client Intake, Legal Support, Bilingual, Spanish, Conflict Checks, Customer Experience, Remote Work, CST Timezone