Bilingual Intake Specialist (Mexico)

This is a remote position.

We are looking for a Bilingual Intake Specialist to be the first point of contact for potential clients. The ideal candidate is professional empathetic and detail-oriented with the ability to communicate fluently in Spanish and English. You will play a key role in assessing client needs gathering case information and ensuring smooth case onboarding.

Key Responsibilities:

• Conduct outbound calling and answer incoming calls emails and online inquiries from potential clients.
  
• Conduct initial client interviews to gather necessary case details.
  
• Assess case eligibility based on firm criteria and schedule consultations.
  
• Maintain accurate and organized client records in the CRM system.
  
• Provide general information about legal services while maintaining confidentiality.
  
• Follow up with potential clients to ensure a smooth intake process.
  
• Collaborate with attorneys and legal staff to streamline case onboarding.
  

Requirements

• Bilingual fluency in English and Spanish
  
• Prior experience in a law firm customer service or intake role is a plus.
  
• Excellent communication active listening and interpersonal skills.
  
• Strong attention to detail and ability to multitask in a fast-paced environment.
  
• Proficiency in Microsoft Office and client management software.
  
• Ability to handle sensitive information with professionalism and discretion
  

Key Skills
Administrative Skills,Time Management,Diplomatic Skills,Listening Skill,Languages Fluency,Organizational Skill,Pressure Management,Discipline Skills,Communication,Relationship Management,Client Services,Flexibility,IT Skill,Orderly Condition,Secretarial Skill
Employment Type : Full Time
Experience: years
Vacancy: 1