Client Intake Coordinator

You are extroverted, detail-oriented and desire to work with a team for the purpose of building relationships and providing superior client service. You want to work for a company that values pro bono initiatives and is involved with the local communities. You are organized and able to work on a deadline but are also flexible and can adjust priorities. You will be part of a team, working with paralegals and attorneys.

We are a growing firm with a commitment to client service and developing legal professionals. Our values are:

• Highest integrity in all dealings.
• Innovation.
• Relationships.
• Education.
• Service.

Our firm values the relationships with our co-workers. We enjoy eating lunch together or grabbing coffee, on the occasions when we are all in the office. With a partially remote workforce, we value people who are driven, self-disciplined, and can work with minimal supervision. We work to build relationships with our clients and others in the legal community. We want to be recognized as experts in our fields and, as such, we seek out speaking engagements and research opportunities. We also desire to give back to the community and have committed to represent a set number of pro bono clients each year.

About the Role:

The Client Care Specialist is the first point of contact for potential clients, courts, and opposing counsel with our firm. This employee must be professional and courteous. This employee must handle confidential and sensitive information, have attention to detail, and strive to provide excellent client service. This is a full-time position. We are located at 3220 Broadway, Houston, Texas.

How to Apply:

Please send your resume and cover letter, addressed to Dakota McGarvey, to careers@mcgarveypllc.com. In your cover letter, please include the following:

• Why you want to work for our firm
• What makes you the best candidate
• Favorite Girl Scout cookie

Key Responsibilities

• Answer phone and route calls
• Screen incoming calls from potential clients to confirm that they fall within the scope of the firm’s services
• Assist in the onboarding of new clients, including schedule initial strategy sessions, confirming engagement agreements, and receiving initial client documents
• Greet visitors, take messages / resolve issues
• Receive, process, and distribute incoming and outgoing mail/packages
• Perform various clerical tasks, such as faxing, scanning, mailing, and filing
• Coordinate shared conference room scheduling
• Track and replace office supplies as necessary to avoid interruptions in standard front office procedures
• Keep reception area and conference room neat, tidy, and ready for visitors
• Process payments for invoices
• Perform basic bookkeeping data entry
• Assist in the organization of electronic files
• Assist in the preparation of documents, as needed (i.e., assemble marketing materials, client information packets, notebooks and binders)
• Coordinate meal orders for employees/clients, as needed
• Occasionally running basic errands to nearby businesses (1x per week or so)

Key Requirements:

• Excellent communicator
• Passion for helping others
• 1 year of customer service experience is required
• Proficiency in Microsoft Office Suite and related software applications
• Experience with Clio Manage and Clio Grow is preferred, but not required
• Experience with Quickbooks is preferred, but not required
• Experience with Adobe Acrobat and related software applications
• Ability to multi-task and manage two phone systems
• Maintain pleasant and calm demeanor
• Ability to work in a fast-paced environment
• Ability to prioritize competing obligations and tasks
• Willingness to seek clarification when needed
• Detail oriented, able to follow instructions, and work with limited supervision (after training period)

What We Offer:

• Compensation is $35,000-$45,000 per year, depending upon experience
• 401(k) based upon eligibility, with a 3% employer contribution
• Paid holidays
• Medical and Dental Insurance for the employee, based upon eligibility

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Application Question(s):

• Describe a time when you had to gather sensitive information from a client. How did you ensure professionalism and confidentiality?
• Imagine a potential client calls in upset about a property dispute. How would you handle the conversation and guide them through the intake process?
• What steps would you take to ensure accurate documentation during a client intake call?

Ability to Commute:

• Houston, TX 77017 (Required)

Work Location: In person