Client Intake Coordinator Wanted to Join Innovative Team
Are you amazing and talented? Looking for a firm that works hard and wants to grow while still maintaining a good work/life balance? We are looking to add an amazing Client Intake Coordinator to our team! What does amazing look like? You are interested in helping clients by learning how to set appointments for them and to support the attorneys and staff as they help our clients with elder law, trusts, taxes, asset protection, and how people qualify for Medicaid and other various government benefits. You enjoy taking or returning phone calls from warm and hot leads as well as current clients. You are interested in growing into a supervisory role and expanding your responsibilities. You are a fit for a team with great culture that is dedicated to helping people at the highest level, creating clients who are raving fans!
LawyerLisa is looking for a well-organized Client Success Coordinator to provide support for our firm. This is a great opportunity to establish working relationships with our lawyers and our staff and to contribute to the overall efficiency, success, and growth of our business.
Here at LawyerLisa, we’re committed to finding the best candidate for each role in order to create a high-level team that is low on drama and toxicity, where employees enjoy their work day and feel valued.
The perfect candidate will have great customer service and phone skill and be highly motivated, self-driven, reliable, positive, detail-oriented , and have great leadership and interpersonal skills. They will enjoy a role that involves spending most of their time on the phone with current clients or responding to warm and hot leads. Apply today if this sounds like the job and work environment for you!
This position will be in our Simpsonville, SC office.
Primary Intake Responsibilities (Will Train)
· Receive incoming calls and emails from potential clients and work to schedule an appointment with the attorney
· Set up Zoom meetings to add to appointments
· Continue in communication with clients as needed to address any issues or rescheduling that needs to be handled
· Follow up on leads in an attempt to get all scheduled for a consult
· Update project management system with all client activity
· Work with Manager and team to continue to grow the business and make processes and systems better
As Back Up to the Front Desk - only as needed
· Be available for attorney needs during appointments
· Be a witness on signings
· Greet clients and ensure that they receive the best in customer care
· Complete tasks for client check-out – payments, receipts, scheduling signings, etc.
Skills
· Experience using or implementing AI tools, platforms, or workflows is highly desired. Relevant AI certifications are considered a strong plus.
· Able to spend most of the day on the phone taking warm and hot leads or speaking with current clients.
· Excellent phone skills
· Excellent verbal and written communication skills
· Demonstrate strong leadership skills, including the ability to guide, motivate, and support team members
· Must be able to work in a fast-paced environment and have friendly people skills
· Must be able to multitask
· Must be adaptable – able to adjust as job duties may change due to the growing business
· Proficient with Microsoft Office (Outlook calendar) and Google Drive applications
· Able to learn new skills
· Highly organized and pays close attention to detail
· Ability to work alone and with a team
· Problem-solving skills
· Able to exhibit compassion and empathy to hurting clients
· Computer literacy
· Flexible - On any given day, you may need to perform a variety of tasks
· Experience with Trello and DocuSign a plus
Dress code - business casual for a professional environment.
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- Please describe any experience you have that is relevant to this role.
Ability to Commute:
- Simpsonville, SC 29681 (Preferred)
Ability to Relocate:
- Simpsonville, SC 29681: Relocate before starting work (Preferred)
Work Location: In person
