Client Concierge Attorney

Profile

A law firm is seeking a Client Concierge Attorney for its San Diego office. This position involves managing client intake, sales, and case management, with a focus on family law, probate, and trust and estate matters. Below are the detailed job requirements and qualifications:

Job Overview:

• Manage intake of new clients, sales, and case management, including personalized matching with litigators.
• Provide telephone consultations on demand and gather relevant information.
• Collaborate with team members and demonstrate a solution-oriented approach.
• Practice superior time management and possess strong initiative.
• Demonstrate excellent communication skills and commitment to client service.

Duties:

• Handle intake of new clients and set up in software systems.
• Provide telephone consultations and gather necessary information.
• Match clients with appropriate litigators based on their needs.
• Collaborate with team members and assist with other duties as assigned.
• Practice superior time management and demonstrate strong initiative.
• Possess excellent writing, communication, and language skills.
• Utilize MS Office Applications for documentation and communication.
• Demonstrate emotional intelligence, empathy, and conflict resolution skills.

Requirements:

• California Bar License.
• 2+ years of legal experience.
• General legal knowledge of family law, probate, and trust and estate matters preferred.
• Ability to work with people from diverse backgrounds.
• Bi/multi-lingual proficiency, especially in Spanish, is a plus.

Education:

Juris Doctor (J.D.) degree from an accredited law school.

Certifications:

California Bar License.

Skills:

• Strong analytical skills and attention to detail.
• Ability to multitask and manage competing priorities.
• Capacity to work in a collaborative team environment.
• Proficiency in MS Office Applications, including Word, Excel, and Outlook.

Company info

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