CLIENT INTAKE SPECIALIST - NOTARY at KRW Lawyers – MOBILE, Alabama

About the Role:

The Client Intake Specialist plays a critical role in the initial phase of client engagement by efficiently managing and processing incoming client information to ensure a smooth onboarding experience, as well as handling established client inquiries in a high call volume setting. This position serves as the first point of contact for prospective clients, gathering essential data, verifying documentation, and accurately entering information into the company’s systems. The specialist collaborates closely with various internal teams to facilitate timely follow-up and support throughout the intake process. By maintaining clear communication and a client-focused approach, the role helps build trust and sets the foundation for long-term client relationships. Ultimately, the Client Intake Specialist ensures that all client information is complete, accurate, and compliant with company policies and regulatory requirements, contributing to overall operational efficiency and client satisfaction.

Minimum Qualifications:

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Active Notary for the State of Alabama
• Prior call center experience required
• Prior experience in client intake, handling high call volume, operating multiline phone systems, customer service, or administrative roles.
• Strong proficiency with data entry and client management software.
• Excellent verbal and written communication skills.
• Ability to handle sensitive information with discretion and maintain confidentiality.

Preferred Qualifications:

• Experience working in legal, healthcare, or financial services industries
• Familiarity with regulatory compliance related to client data management.
• Proficiency in CRM software such as Salesforce or similar platforms.
• Bilingual abilities, especially in Spanish, to support diverse client populations.

Responsibilities:

• Conduct initial client interviews to collect and verify personal, financial, and other relevant information.
• In office responsibilities may vary depending on the needs of the business.
• Enter and update client data accurately into the company’s database and case management systems.
• Review submitted documents for completeness and compliance with company standards and regulatory guidelines.
• Coordinate with internal departments such as legal, finance, and customer service to facilitate seamless client onboarding.
• Respond promptly to client inquiries and provide clear information regarding the intake process and next steps.
• Maintain confidentiality and security of sensitive client information in accordance with company policies.
• Track and report on intake metrics to identify areas for process improvement and ensure timely client processing.

Skills:

The Client Intake Specialist utilizes strong communication skills daily to effectively gather detailed client information and explain processes clearly. Attention to detail is essential for accurately entering data and reviewing documentation to ensure compliance and completeness. Organizational skills help manage multiple client cases simultaneously while maintaining timely follow-up and coordination with internal teams. Proficiency with client management software enables efficient data handling and reporting, supporting operational workflows. Additionally, interpersonal skills foster positive client interactions, building trust and facilitating a smooth intake experience.