Intake specialist Jobs in San Francisco, CA

The Client Intake Specialist is responsible for surveying prospective clients, gathering details about their matter, managing new client onboarding and data entry, and assisting our Client Coordinators with booking and managing appointments. The successful Client Intake Specialist will have customer service experience, excellent communication skills, and a passion for helping others. This position requires that the Client Intake Specialist be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up.  This is a very fast paced environment, and the Client Intake Specialist must be able to multitask and manage a voluminous caseload. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.

Essential Duties and Responsibilities, including but not limited to :

• Evaluating prospective client inquiries and phone calls.
• Setting appointments for potential clients.
• Processing new client matter information from initial contact through engagement before handing off to legal team or billing department, including creating matters in practice management software, identifying conflicts and following up to clear any conflicts, drafting and sending representation agreements and other documents as necessary to ensure the client engagement process runs smoothly.
• Reporting to the Client Intake Manager and collaborating with JKZ personnel to ensure an exceptional level of service to our internal and external clients.
• Performing miscellaneous administrative tasks as needed, including document creation, report creation, research, and data management.

Requirements :

Education and Experience

Knowledge, Skills & Abilities