Client Intake Specialist

Profile

Client Intake Specialist

Duties: Serve as the firm’s backup receptionist by greeting clients and visitors with a positive, helpful attitude and ensure all calls and visitors to the firm are tended to during the firm’s business hours. Answer incoming calls, direct and screen calls. Prepare and maintain the cleanliness and appearance of the conference rooms, reception and other common areas including break room. Assist with a variety of administrative tasks including but not limited to copying, faxing, taking notes, and processing/distributing mail. Convert calls to appointments; initiate calls to potential new clients and use a script to create appointments. Keep detailed, accurate notes documenting all contact and information shared by current and potential clients, entering notes in the firm’s databases. Track, follow up on, and collect requested documents from clients; disseminate information to firm attorneys and personnel. Use technology to track calls, meetings, referrals, and other data to produce reports. Assist with special projects as requested. Assist marketing team with the development and maintenance of materials to be distributed in response to inquiries and new clients, such as the potential new client and welcome packets. Perform assigned tasks related to the client closing process. Contribute to team efforts by successfully completing assignments.

Additional Information

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Company info

Wiggam & Geer, LLC
1 Glenlake Parkway Suite 650
Atlanta
Georgia
United States 30328
Website : https://wiggamgeer.com/