Client Intake Specialist

hace 1 mes

Bogotá, Bogotá D.E., Colombia Alexandra Lozano Immigration Law Pllc A tiempo completo
Job Description:

As a Client Intake Specialist at Alexandra Lozano Immigration Law PLLC, you will play a vital role in the early stages of client intake, providing critical support to attorneys and legal teams. This position requires a highly organized and detail-oriented individual who can effectively gather information, conduct preliminary case assessments, and maintain accurate records. The successful candidate will contribute to the smooth functioning of the firm's intake operations and assist in determining the viability of potential cases.

Key Responsibilities:

Client Intake:
• Interact with potential clients and gather necessary information during the initial intake process.
• Conduct interviews, ask relevant questions, and collect key details about potential cases.

Case Assessment:
• Evaluate potential cases based on predetermined criteria and guidelines.
• Analyze the facts presented by potential clients and assess the viability and merits of the cases.

Documentation and Record-Keeping:
• Accurately document client information, case details, and any other relevant data in the firm's case management system or intake software.
• Maintain organized and up-to-date records of potential cases.
• Communicate with potential clients to gather additional information, clarify details, and provide updates on the status of their case assessments.

Legal Research:
• Conduct basic legal research to gather information related to potential cases.
• Identify relevant legal issues, statutes, and regulations that may impact the viability of the cases.

Referral Management:
• Assess potential cases that may fall outside the firm's practice areas of expertise.
• Provide appropriate referrals to other attorneys or legal professionals when necessary.

Client Education:
• Explain the firm's services, legal processes, and potential outcomes to potential clients.
• Educate them on the general principles of law that may apply to their cases, while emphasizing that legal advice can only be provided by an attorney.

Data Management:
• Ensure the accuracy and completeness of client data and case information.
• Adhere to data protection and confidentiality protocols when handling sensitive client information.

Collaboration with Attorneys and Legal Staff:
• Collaborate with attorneys, paralegals, and other legal staff to discuss potential cases and seek guidance on case assessments.
• Seek input from legal professionals to make informed decisions.

Process Improvement:
• Identify opportunities to streamline the client intake process and suggest improvements.
• Provide feedback to management on any challenges or areas for enhancement in the pre-intake phase.

Requirements:

• Bilingual English/Spanish.
• English B1 or C1.
• Bachelor's degree.
• 2+ years of professional working experience in customer service, support, or a related field.
• Ability to analyze situations, identify problems, and propose effective solutions.
• Excellent verbal and written communication skills.
• Ability to convey complex information in a clear and understandable manner.
• Strong empathy and understanding of customer needs and concerns.
• Flexibility to adapt to changing customer needs and business priorities.
• Ability to collaborate with cross-functional teams to achieve common goals.
• Familiarity with customer service software, CRM systems, and other relevant tools.
• Dedication to providing exceptional customer service and creating positive customer experiences.
• Patience in dealing with challenging customer situations and resilience in handling high-pressure scenarios.
• Willingness to learn and adapt to new technologies, products, and industry trends.

Salary: $40,000 - $60,000 per year.

Location: CDMX, Lomas de Chapultepec.

Work Environment: On-Site.

At Alexandra Lozano Immigration Law PLLC, we are dedicated to changing the lives of the Latino immigrant community through zealous advocacy, finding creative solutions, and aggressive legal strategies. If you're committed to excellent client service and want to make a real impact, we invite you to apply for this rewarding opportunity.

Estimated Salary: $55,000 per year.

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