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Client Intake Specialist

We are seeking an experienced, ambitious and driven Client Intake Specialist to help us with initial client consultations with prospective clients. This is a rare opportunity for someone who wants to learn, grow and thrive to be part of the sales process for legal services.

The successful candidate will have exceptional phone skills and prior sales experience selling high-end products or professional services. This position does not require cold calling or finding prospective clients for the firm on your own. Rather, the position involves helping individuals and businesses who express an interest in our services to better understand the benefits to them of hiring our firm. The firm presently receives 100 to 200 inquiries from prospective new clients per month and this number is increasing.

The successful candidate will be confident, articulate, diplomatic yet willing to speak frankly to prospective new clients when needed with high emotional intelligence. The successful candidate must also be self-motivating and self-directed to achieve their professional goals and the firm’s goals. This position will provide the successful candidate with a unique opportunity to accelerate their professional growth.

Responsibilities:

  • Answering initial telephone inquiries (transferred from our receptionist after prescreening) and responding to initial email inquiries from prospective new clients
  • Creating a positive and professional first impression on behalf of the firm, including instilling confidence in our abilities and a willingness and desire to help
  • Following the firm’s guidelines on how to communicate with prospective new clients in the most effective manner
  • Helping prospective new clients see the difference between working with the firm and not working with the firm
  • Identifying and describing the applicable services we offer and how we charge for our services
  • Collecting the prospective new client’s contact information and information about the matters for which they are seeking the firm’s help
  • Running conflict checks when we are going to be engaged, collecting client identification information through use of a form in our Customer Relationship Management (CRM) software
  • Preparing an engagement letter to be approved by a lawyer and then arranging for the client’s signature (also through our CRM software)
  • Arranging for the client to provide the initial financial retainer
  • Opening the new client file in our system and communicating with our lawyers regarding the new engagement throughout the client intake process to ensure a smooth transition to the next phase
  • Keeping detailed records about the number of prospective new clients that contact the firm, the number that come in for in-person initial consultations, and the number that engage the firm
  • Helping us create and execute an email drip campaign sequence for prospective new clients using our existing email marketing software, as well as other sales materials

Skills and Experience:

  • 5+ years of experience in sales of products or professional services. The ideal candidate must have experience selling high end products
  • High level of professionalism, confidentiality and discretion
  • Excellent oral and written communication skills, grammar, and spelling
  • Willingness to learn and grow in a high-growth business
  • Familiarity with CRM software and email marketing software and/or a demonstrated proficiency in technology and the ability to quickly learn about new tools
  • Education or work experience the equivalent of a Bachelor’s Degree

To Apply:

Send a cover letter and resume to contact@ackahlaw.com with a subject line of “’Client Intake Specialist”.

Our experience with Ackah Business Immigration Law was Superb! Ms. Evelyn Ackah, BA, LL.B, Founder/Managing Lawyer, is a Par Excellence, World Class, Dedicated, and Compassionate Lawyer. There is a reason why her Law Firm is a Premier Law Firm. Ms. Ackah has the most qualified and knowledgeable professionals as part of her team. The two members of her staff that my family had the privilege of dealing with before our consultation were Ms.Rizalie Ganelo - Executive Assistant, and Mr. Kamran Rizwan. Ms. Ganelo and Mr. Rizwan were attentive to our inquiries in an excellent, professional and courteous manner. Ms. Ganelo scheduled our consultation for the most convenient time. Ms. Ackah conducted the consultation to perfection.

Ms. Ackah thoroughly answered all of our questions. We had written down a list of questions for her before the consultation. She adeptly answered most of our questions before we even had a chance to go to our list! Ms. Ackah also described a thorough choice of options concerning our immigration possibilities. She described complex Canada Immigration legal processes regarding our situation in a way we could comprehend. Upon completing our consultation with Ms. Ackah, we did not doubt our path forward regarding immigrating to Canada. Above all, Ms. Ackah is the epitome of a brilliant attorney and the quintessential people person. Her bright personality put us completely and immediately at ease, by greeting us with a friendly smile as we were quite nervous before the consultation. Most esteemed, Ms. Ackah, you are quite simply the best at what you do, and we mean this with all of our hearts. Thank you very much for lighting our path forward regarding immigrating to Canada.

We will definitely be retaining your superb legal services as soon as we are ready. We highly recommend Ackah Business Law to everyone who wants the very best legal services. May your kindness and the hope you provide to your many clients be returned to you forever. You and your law firm make our world a beautiful place. God bless you and everyone that you love forever.

With the kindest regards, YMC and HC

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