Client Intake Specialist

Trusts and Estates Law Firm Seeking a Client Intake Specialist

This is not a receptionist role. This is a relationship role. We are an entrepreneurial estate planning law firm that serves clients throughout Missouri and Illinois that is on track for aggressive growth, and we need an experienced intake specialist to listen, qualify, and guide people toward action.

We are dedicated to empowering families with the tools to avoid court and conflict. We are small but growing, and we want members on our team who want to make a difference by helping to minimize the pain and uncertainty of navigating the care or loss of a loved one.

You help the firm achieve its goals, and it will help you achieve yours. Do you want to make an impact on people’s lives not just a paycheck? Do you want work life balance to be with your kids? Our firm wants those things for its team members too, but you must put in the investment to see the reward.

We exist to help families face hard truths, make real decisions, and build a lasting legacy — before crisis forces their hand. We care deeply about our clients, and we build lasting relationships so that when a loved one gets sick or passes away, they already trust us to handle it.

We are organized, proactive, and intentional. We do NOT deal with “putting out fires.” This office does not handle contested matters or litigation.

What You'll Do:

The Client Intake Specialist is the firm's first point of contact and the engine that drives our mission to save our community from the damage of probate and family conflict. You are responsible for converting inquiries into consultations — and for making sure every potential client feels heard, informed, and ready to take action.

This is a performance-driven role. You will have clear metrics, and you will be expected to hit them. But it is also a relationship role — the people you speak with are trusting you with something personal and important. Both things are true at once, and the best candidate will hold both with ease.

Your responsibilities will include:

• Screen and pre-qualify leads — determine whether they are the right fit for the firm's services
• Explain the firm's intake and engagement process clearly and confidently
• Overcome objections and schedule initial consultations — you are selling the strategy session with the attorney; these sessions deliver real value to the clients.
• Initiate the pre-engagement glidepath: confirmation emails, marketing touchpoints, and reminders
• Capture all lead and Potential New Client (PNC) information accurately in the Client Relationship Manager (CRM) and Lead Tracker
• Follow up with no-shows and cancellations promptly to reschedule

You might be our next Intake Specialist if:

• You are a natural connector — people open up to you quickly, and you know how to listen
• You are goal-oriented and motivated by metrics, not intimidated by them
• You can hold space for someone going through something hard while still moving the conversation forward
• You follow up without being asked — it is simply how you operate
• You are organized, accurate, and detail-oriented in your data entry and scheduling
• You are comfortable with technology

We love to help people learn and grow. But we don’t have the time for that right now. We need a client intake specialist with customer service experience. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand holding. This is a full-time job where you are expected to be available to support the legal team and clients, so you absolutely must be able to work for 40 hours per week. We would prefer a staff member who can work hybrid from Chesterfield area location. However, we are open to hiring a remote candidate. There is an opportunity for bonus compensation for those who can demonstrate their profitability.

Requirements/Qualifications

• Requires a High School Diploma or equivalent
• Customer service, sales, or client-facing experience required
• Experience in a law firm or professional services environment is a strong asset
• CRM experience strongly preferred
• Excellent verbal and written communication — phone presence matters here

HOW DO I APPLY?

Prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph explain what you believe are the 3 most important qualities needed for a client intake specialist at our law firm and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular ad. As a closing sentence, please write, “I have read the instructions contained in the job posting and have followed the instructions.”

Do not send your resume through this website. Email your resume and cover letter in PDF format to info@mklegalplanning.com. The subject line of the email should your last name (all caps), followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps. [For example: SMITH intake specialist AWESOME].

We look forward to reviewing your application.

APPLICATIONS RECEIVED THROUGH AN ONLINE SYSTEM AND THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

Pay: $23.00 - $26.00 per hour

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Work Location: Hybrid remote in Chesterfield, MO 63017

Salary : $23 - $26