Client Intake Specialist - Bilingual (English/Spanish)

About Rivas & Associates At Rivas & Associates, we are dedicated to providing exceptional legal services with a client-focused approach. As a growing law firm, we emphasize professionalism, efficiency, and excellence in client relations. Job Overview We are seeking a dedicated and detail-oriented Client Intake Specialist to serve as the compassionate first point of contact for clients throughout the production process. This role requires the ability to actively listen, ask thoughtful follow-up questions, and gather accurate information from clients who may be facing stressful or sensitive circumstances — all while keeping their case moving smoothly toward the next stage of the legal process. Key Responsibilities • Conduct welcome calls, intake interviews, and detailed questionnaires to gather complete and accurate information about each client's history, goals, and legal needs. • Request, collect, organize, and track required documentation and evidence, clearly explaining what's needed and following up consistently until items are received. • Coordinate filing fee and medical exam requirements, communicating information clearly and following up on outstanding items. • Provide translation support for client documents when qualified and assigned. • Accurately and promptly enter all client information, case details, and communication notes into the firm's CRM and other designated systems. • Identify and escalate issues, inconsistencies, or concerns that may require attorney or management review. • Manage a high volume of client interactions, follow-ups, and administrative tasks while meeting established deadlines and service standards. • Collaborate with internal team members and follow all documented processes, workflows, scripts, and quality standards established by the firm. Required Qualifications • Minimum 1 year of experience in customer service, intake, or a related client-facing role. • Bilingual : Fluent in English and Spanish ( required ). • Excellent Communicator : You thrive in building client relationships and handling inquiries with professionalism. • Organized : Able to manage multiple client accounts and prioritize tasks in a fast-paced environment. • Detail-Oriented : You ensure that every piece of communication is accurate and timely. • Process-Oriented : You’re comfortable following structured processes and providing clients with timely updates. • Background Check : Required for this position. Equal Opportunity Employer Statement: Rivas & Associates is an equal opportunity employer . We celebrate diversity and are committed to creating an inclusive environment for all employees. Originally posted on Himalayas