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.

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Bilingual : Fluent in English and Spanish ( required ).

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Excellent Communicator : You thrive in building client relationships and handling inquiries with professionalism.

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Organized : Able to manage multiple client accounts and prioritize tasks in a fast-paced environment.

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Detail-Oriented : You ensure that every piece of communication is accurate and timely.

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Process-Oriented : You’re comfortable following structured processes and providing clients with timely updates.

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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