Client Intake Coordinator Jobs

The Role:

This role is a front-line position for our marketing department and has a direct impact on the clients we serve. It is the responsibility of the Client Intake Coordinator to first turn a caller into a scheduled consultation and then serve as an ongoing point of contact for the client by gauging customer satisfaction, supporting cross-marketing initiatives, and providing feedback to the marketing department.

Main Responsibilities:

• Enter data into CRM, schedule consultations, and process payments,
• Answer calls from current and prospective clients,
• Assess client needs and suggest/promote the firm’s services by offering exceptional, knowledge of the value and unparalleled experience that our firm provides,
• Create consultation folders and keep records,

· Coordinate with the marketing team and be involved in the marketing initiatives as it relates to direct client and prospective client contact,

• Reach out to clients to gather feedback and reviews,
• Follow up on leads and consultations and gather post-consultation feedback,
• Address and resolve complaints/issues.

Role-Specific Core Competencies:

1. Excellent verbal and written communication skills
2. Proficient computer skills; Microsoft Office, CRM, and other Software
3. Customer service driven and compassionate
4. Strong organizational skills
5. A strong drive for results and a commitment to meeting and exceeding the firm’s expectation
6. 1-year experience in a client-facing role

Firm Wide Applicable Core Competencies:

1. Teamwork

2. Standard of Excellence

3. Empathy

Shulman & Partners LLP is an established family law firm that prides itself on being different. We value the unique strengths and qualities of our team members while encouraging collaboration and teamwork. We believe that it's important to invest in our team. That's why we offer a variety of perks and benefits including:

• Continuing Professional Development and financial support
• Extended Health and Dental Benefits
• Flexible Work Arrangements
• Competitive salaries
• Performance Bonuses
• A progressive and positive work environment

Shulman & Partners LLP is an equal-opportunity employer and welcomes applications from all interested parties. If for any reason you cannot apply through our job board, please contact a member of our Human Resources team for special accommodation.