Client Service Specialist- (Bilingual English/Spanish)

The Concierge Intake Specialist is a vital role in onboarding potential clients. This position focuses on client communication, case eligibility, and providing efficient client support. It includes client-facing duties, office operations, and maintaining a welcoming environment while supporting the office's overall needs.

Requirements

• Meet with potential clients to communicate value proposition.
• Build and maintain client relationships.
• Review client information.
• Sign up new clients and address concerns.
• Collaborate with legal team.
• Maintain client records.
• Provide updates to management.
• Greet clients.
• Support clients with document processing.