Client Intake Specialist (Front Desk Concierge Level)

Client Intake Specialist (Front Desk

• Concierge Level) Confidential Indian Wells, CA Job Details Full-time $22
• $25 an hour 15 hours ago Benefits Health insurance 401(k) Paid time off 401(k) matching Opportunities for advancement Qualifications Microsoft Outlook Guest relations Phone communication Administrative experience (1-2 years) Greeting customers Mid-level Legal firm experience Asana Administrative experience Clio Attention to detail Law office Clerical experience Appointment scheduling Legal client intake Communication skills Client interaction via phone calls Full Job Description Client Intake Specialist (Front Desk•Concierge Level) Desert Law Group | Estate Planning Firm This is a client-facing role responsible for guiding prospective clients into scheduled consultations—not a passive front desk position.

Overview We are a high-touch estate planning firm serving primarily retirees, business owners and families who value professionalism, clarity, and peace of mind. We are seeking a Client Intake Specialist to serve as the first point of contact for prospective clients—delivering a polished, concierge-level experience while ensuring that every qualified inquiry is properly guided into a scheduled consultation. We invest heavily in marketing to make the phone ring. Your responsibility is to ensure those opportunities are not lost. What You'll Do

• Answer inbound calls and guide prospective clients to schedule consultations
• Deliver a warm, professional, and reassuring first impression
• Manage attorney and paralegal calendars with precision
• Greet in-office clients with a polished, business-professional presence
• Refresh room after each meeting
• Prepare meeting files for attorneys and paralegals
• Follow up consistently with prospective clients who have not yet scheduled
• Coordinate internally using firm systems (Clio, Asana, etc.)
• Handle front desk and administrative support (mail, scanning, payments) Performance Expectations

• Target:

  8 consultations scheduled per week per attorney
• Consistent follow-up on all unbooked leads
• Zero dropped inquiries
• Accurate and well-managed calendars Who This Role Is For
• Naturally warm and professional with strong people skills
• Highly organized and detail-oriented
• Disciplined about follow-up and completing tasks
• Comfortable guiding conversations on the phone
• Reliable, responsive, and accountable Who This Role Is NOT For
• Those who treat this as a passive front desk role
• Those who fail to follow up consistently
• Those who struggle with organization or attention to detail or technology
• Those uncomfortable taking ownership of outcomes Qualifications
• 1-3+ years in a client-facing role (law firm experience preferred)
• Strong communication skills (phone, email, in-person)
• High level of organization and follow-through
• Comfortable learning and using software systems
• Professional appearance and in-office presence required

Compensation & Schedule Hourly:

$22

• 25/hour (based on experience)

Bonus:

Tiered monthly bonus based on consultations scheduled (top performers earn significantly more) Full-time, in-office Standard business hours Growth Opportunity

• Performance-based bonuses tied directly to productivity
• Opportunity for advancement as the firm grows
• Collegial, team-oriented environment To Apply Please submit your resume along with a cover letter, and a brief response to: "How do you ensure that a prospective client who calls in actually takes the next step?

"

Pay:

$22.00

• $25.

00 per hour

Benefits:

401(k) 401(k) matching Health insurance Paid time off Application Question(s): How do you ensure that a prospective client who calls in actually takes the next step?

Work Location:

In person