Intake Specialist
PrismHR, New York, NY, United States
Greenberg Gross LLP
is a high‑stakes boutique trial firm committed to handling some of the most complex and impactful legal matters of our time. We are experiencing rapid growth and are seeking dedicated professionals who are eager to contribute to a collaborative, high‑performance team while helping shape the firm’s future.
Position Overview Greenberg Gross LLP
is seeking a
professional and detail‑oriented Intake Specialist
to join our team. This role serves as a critical first point of contact for prospective clients and requires strong communication skills, attention to detail, and a genuine sense of empathy. The Intake Specialist plays a vital role in ensuring accurate information gathering and high‑quality client engagement.
Essential Duties and Responsibilities
Serve as the primary contact for potential clients via phone, text, and email
Conduct intake conversations with professionalism, empathy, and discretion
Accurately document and organize detailed notes into complete and concise summaries
Maintain and update client records within CRM software
Collaborate effectively with internal teams as needed
Perform additional duties and responsibilities as assigned
Knowledge, Skills, and Experience
Strong verbal and written communication skills across phone, text, and email platforms
Exceptional attention to detail with the ability to manage multiple tasks efficiently
Excellent interpersonal and client‑service skills
Proficiency in Microsoft Office Suite applications
Ability to work independently as well as collaboratively within a team environment
Bilingual proficiency in Spanish is a plus
Prior legal or intake experience is preferred
Willingness to work overtime and travel as required
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is a high‑stakes boutique trial firm committed to handling some of the most complex and impactful legal matters of our time. We are experiencing rapid growth and are seeking dedicated professionals who are eager to contribute to a collaborative, high‑performance team while helping shape the firm’s future.
Position Overview Greenberg Gross LLP
is seeking a
professional and detail‑oriented Intake Specialist
to join our team. This role serves as a critical first point of contact for prospective clients and requires strong communication skills, attention to detail, and a genuine sense of empathy. The Intake Specialist plays a vital role in ensuring accurate information gathering and high‑quality client engagement.
Essential Duties and Responsibilities
Serve as the primary contact for potential clients via phone, text, and email
Conduct intake conversations with professionalism, empathy, and discretion
Accurately document and organize detailed notes into complete and concise summaries
Maintain and update client records within CRM software
Collaborate effectively with internal teams as needed
Perform additional duties and responsibilities as assigned
Knowledge, Skills, and Experience
Strong verbal and written communication skills across phone, text, and email platforms
Exceptional attention to detail with the ability to manage multiple tasks efficiently
Excellent interpersonal and client‑service skills
Proficiency in Microsoft Office Suite applications
Ability to work independently as well as collaboratively within a team environment
Bilingual proficiency in Spanish is a plus
Prior legal or intake experience is preferred
Willingness to work overtime and travel as required
#J-18808-Ljbffr