Intake Specialist

• Communicate with prospective clients regarding services, consultations, and next steps
• Follow all firm intake procedures and lead management protocols
• Gather, organize, and review client information for intake purposes
• Assist with immigration application preparation and related documentation
• Conduct follow up activities with leads to maximize consultation attendance and conversion opportunities
• Make approximately 60 or more outbound calls per day to prospective clients
• Enter, update, and maintain accurate lead information within the CRM
• Respond to and qualify incoming leads professionally and efficiently
• Schedule consultations and appointments for prospective clients
• Deliver a professional and positive experience throughout the client intake process
• Support the legal team with administrative intake related tasks as needed
• Coordinate appointment availability and maintain calendar accuracy
• Maintain confidentiality of sensitive client information
• Ensure all client interactions are documented appropriately

Explore Immigration Intake and Client Relations Specialist I at Job Duck. Review requirements and application details.