Legal and regulatory compliance Advisor designing and coordinating compliance frameworks for Desjardins Group. Advising clients, recommending solutions, and ensuring adherence to organizational standards in Canada.
EA
Hybrid Legal Client Intake Specialist – Immigration
Posted yesterday
About the role
- Client Intake Specialist managing client intake and support processes for immigration-related cases. Utilizing CRM tools and providing high-level service to a diverse client base in a remote capacity.
Responsibilities
- Use workflows to manage the full intake process, including things like check-ins, case status updates, and required follow-ups with a high volume of clients each day
- Monitor and respond to multiple shared inboxes, ensuring timely handling and routing of inquiries from prospective and existing clients
- Conduct outbound calls with prospective clients to complete consultations and intake steps, answer questions, and move cases forward with same-day or next business-day follow-up
- Record and regularly update all client information and feedback in HubSpot
- Support multiple attorney teams by coordinating leads, managing calendars, tracking case assignments, and handling post-appointment follow-ups
- Review client credentials (resumes, Google Scholar citations, highest degrees, etc.) to support case evaluation and eligibility decisions, ensuring attorneys have complete, well-organized information for consideration
- Perform additional duties as assigned by management
Requirements
- Bachelor's Degree or equivalent experience
- 1+ years of experience in a customer service, administrative, or other public-facing role emphasizing a high level of service
- Proficiency in HubSpot, Microsoft Office, and/or other CRM systems highly preferred
- Comfort using firm-approved AI and automation tools to support intake workflows
- Strong organizational skills and a high level of attention to detail
- Proficiency in additional languages is valued but not required
- Ability to work effectively both with a team and independently
- Cultural sensitivity and passion for supporting immigrants and recognizing their valuable contributions to America's economy and culture
- Experience working in remote or hybrid environments preferred
Benefits
- Competitive compensation
- Health/dental/vision/life insurance benefits
- 401(k)-retirement savings plan with employer-matching
- Generous paid-time-off policy
- Casual attire and the opportunity to enjoy complimentary international cuisine in the office
- Flexible work schedules, including remote work opportunities
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