Client Intake Specialist - Bilingual (English/Spanish)
TypeFull-time job
LocationUnited States
Posted1 hour ago
About Rivas & Associates
At Rivas & Associates, we are dedicated to providing exceptional legal services with a client-focused approach. As a growing law firm, we emphasize professionalism, efficiency, and excellence in client relations.
Job Overview
We are seeking a dedicated and detail-oriented Client Intake Specialist to serve as the compassionate first point of contact for clients throughout the production process. This role requires the ability to actively listen, ask thoughtful follow-up questions, and gather accurate information from clients who may be facing stressful or sensitive circumstances — all while keeping their case moving smoothly toward the next stage of the legal process.
Key Responsibilities
Conduct welcome calls, intake interviews, and detailed questionnaires to gather complete and accurate information about each client's history, goals, and legal needs.
Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received.
Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items.
Provide translation support for client documents when qualified and assigned.
Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems.
Identify and escalate issues, inconsistencies, or concerns that may require attorney or management review.
Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting established deadlines and service standards.
Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm.
Required Qualifications
Minimum 1 year of experience in customer service, intake, or a related client-facing role.
Bilingual: Fluent in English and Spanish (required).
Excellent Communicator: You thrive in building client relationships and handling inquiries with professionalism.
Organized: Able to manage multiple client accounts and prioritize tasks in a fast-paced environment.
Detail-Oriented: You ensure that every piece of communication is accurate and timely.
Process-Oriented: You’re comfortable following structured processes and providing clients with timely updates.
Background Check: Required for this position.
Equal Opportunity Employer Statement:
Rivas & Associates is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas
At Rivas & Associates, we are dedicated to providing exceptional legal services with a client-focused approach. As a growing law firm, we emphasize professionalism, efficiency, and excellence in client relations.
Job Overview
We are seeking a dedicated and detail-oriented Client Intake Specialist to serve as the compassionate first point of contact for clients throughout the production process. This role requires the ability to actively listen, ask thoughtful follow-up questions, and gather accurate information from clients who may be facing stressful or sensitive circumstances — all while keeping their case moving smoothly toward the next stage of the legal process.
Key Responsibilities
Conduct welcome calls, intake interviews, and detailed questionnaires to gather complete and accurate information about each client's history, goals, and legal needs.
Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received.
Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items.
Provide translation support for client documents when qualified and assigned.
Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems.
Identify and escalate issues, inconsistencies, or concerns that may require attorney or management review.
Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting established deadlines and service standards.
Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm.
Required Qualifications
Minimum 1 year of experience in customer service, intake, or a related client-facing role.
Bilingual: Fluent in English and Spanish (required).
Excellent Communicator: You thrive in building client relationships and handling inquiries with professionalism.
Organized: Able to manage multiple client accounts and prioritize tasks in a fast-paced environment.
Detail-Oriented: You ensure that every piece of communication is accurate and timely.
Process-Oriented: You’re comfortable following structured processes and providing clients with timely updates.
Background Check: Required for this position.
Equal Opportunity Employer Statement:
Rivas & Associates is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas
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