V104 - Immigration Intake and Client Relations Specialist I

Overview

The organization is seeking a dedicated and people-focused Immigration Intake and Client Relations Specialist to serve as the first point of contact for prospective clients and support the client intake journey. This role involves engaging with leads through high-volume outbound and inbound communication, guiding potential clients through consultation scheduling, and maintaining accurate records within the firm’s CRM.

Responsibilities

• Communicate with prospective clients regarding services, consultations, and next steps
• Follow intake procedures and lead management protocols
• Gather, organize, and review client information for intake purposes
• Assist with immigration application preparation and related documentation
• Conduct follow-up activities with leads to maximize consultation attendance and conversion opportunities
• Make approximately 60 or more outbound calls per day to prospective clients
• Enter, update, and maintain accurate lead information within the CRM
• Respond to and qualify incoming leads professionally and efficiently
• Schedule consultations and appointments for prospective clients
• Provide a professional, positive experience throughout the client intake process
• Support the legal team with administrative intake-related tasks as needed
• Coordinate appointment availability and maintain calendar accuracy
• Maintain confidentiality of sensitive client information
• Ensure all client interactions are documented appropriately

Requirements

• Bilingual proficiency in English and Spanish is required
• Immigration law experience is required

Preferred Qualifications

• Previous experience in a legal environment is strongly preferred
• Experience as an Intake Specialist, Legal Intake Specialist, Receptionist, Front Desk Representative, or similar client-facing role is preferred
• Experience assisting with immigration applications and legal documentation is highly preferred

Work Shift / Schedule

• Monday, Tuesday, Thursday and Friday: 12:00 PM – 08:00 PM CST
• Saturday: 10:00 AM – 3:00 PM
• Wednesday and Sunday: OFF

Additional Role Requirements

• Comfortable making and receiving a high volume of calls daily, with a primary focus on outbound communication
• Strong ability to follow established CRM processes and lead management procedures
• Excellent verbal and written communication skills
• Ability to multitask, prioritize responsibilities, and maintain attention to detail in a fast-paced environment
• Time Zone: CST
• Software and Tools: CRM systems, VoIP platforms, email platforms, calendar management tools

Languages

• English
• Spanish

Compensation & Benefits

• Monthly Compensation Range: $1,142 to $1,220 USD

Location

• Weekend Shift (United States of America)