Client Onboarding Specialist- (Bilingual English/Spanish)

The Intake Specialist plays a vital role in the process of onboarding potential clients. They are responsible for meeting with individuals engaging in services offered by the firm, confirming client information, communicating case eligibility options, and providing information regarding the process for relief options. The Intake Specialist is a professional position that ensures a smooth and efficient client onboarding experience..

• →Meet with potential clients to effectively communicate the firm's unique value proposition, services, and benefits.
• →Build and maintain strong relationships with potential clients by providing exceptional customer service, demonstrating empathy, and addressing their concerns and questions.
• →Review the information provided by potential clients.
• →Sign up new clients, while addressing any concerns, and highlighting the benefits of working with the firm.
• →Collaborate closely with our team of attorneys, paralegals, and legal assistants to ensure a smooth transition of newly onboarded clients to begin their case process.
• →Provide accurate and comprehensive information about the client and their case to facilitate efficient case management.
• →Maintain detailed records of client interactions, consultations, and activities in the firm's customer relationship management (CRM) system.
• →Provide regular updates to management on performance, and ensure the proper use of systems to guarantee accurate reporting.
• →Handle any additional tasks or responsibilities as directed by management.

• All candidates must have a Bachelor’s Degree.
• Must be fully bilingual- Spanish & English.
• Must possess at least 2 years of professional experience, preferably working in an immigration law firm.
• Strong persuasive communication and someone who enjoys working directly with current and potential clients.
• Knowledge of immigration laws, regulations, and processes.
• Excellent interpersonal and relationship-building skills to establish trust and credibility.
• Ability to work independently and a self-starter.
• Outstanding communication skills, both verbal and written, to effectively convey complex information.
• Results-oriented mindset with a drive to meet or exceed targets and business objectives.
• Familiarity with CRM systems and activity tracking tools.