Intake Specialist jobs in United States
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Glass & Tabor · 22 hours ago

Intake Specialist

Glass & Tabor is a law firm based in Norman, Oklahoma, known for its commitment to ethics and professionalism. They are seeking an Intake Specialist to manage the client intake process, maintain client records, and ensure a welcoming experience for new clients.

Law Practice
Hiring Manager
Kristy Varva
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Responsibilities

Managing the client intake process
Maintaining client records
Ensuring a welcoming and supportive experience for new clients
Collecting client information
Coordinating initial consultations
Obtaining pertinent records
Providing excellent customer service while maintaining confidentiality

Qualification

Client Intake processesMicrosoft OfficeCustomer ServiceAttention to detailCommunication SkillsInterpersonal SkillsOrganizational SkillsConfidentiality

Required

Strong Communication Skills for managing and relaying client information accurately and professionally
Proficiency in Client Intake processes and maintaining accurate client records
Proficiency in Microsoft Office and ability to learn legal software
Excellent Interpersonal Skills to build rapport and provide support to clients
Customer Service expertise to ensure a positive client experience
Strong attention to detail and organizational skills
Ability to maintain confidentiality and handle sensitive information with discretion

Preferred

Previous experience in a legal or client-facing role

Company

Glass & Tabor

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Established in 1998, Glass & Tabor, in Norman, Oklahoma, built its reputation on a strong foundation of ethics and professionalism.

Funding

Current Stage
Early Stage

Leadership Team

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Woodrow Glass
Partner
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Company data provided by crunchbase