Client Intake Specialist

Client Intake Specialist (Legal Services | Sales-Focused)Saltaire Legacy PlanningHampstead, NC (Hybrid)About the RoleSaltaire Legacy Planning is hiring a Client Intake Specialist to serve as the first point of contact for prospective clients and play a key role in converting inbound inquiries into scheduled consultations.This is a client-facing, sales-oriented role—ideal for someone who is confident on the phone, highly organized, and motivated by helping people take the next step in planning for their families.You will guide prospective clients through their initial interaction with the firm, ensuring they feel supported, informed, and confident in moving forward.About UsSaltaire Legacy Planning is a modern estate planning and probate law firm serving North Carolina, built on the belief that legal services should be personal, strategic, and easy to navigate.Founded by Attorney Meghan Smith, the firm evolved from a well-established Connecticut-based practice (Smith Law Group) known for its responsive, relationship-driven approach. As we expand in North Carolina, we are building a team that is committed to delivering a high-touch client experience and helping families plan for the future with clarity and confidence.What You’ll DoClient Intake & Lead ConversionRespond to inbound inquiries (phone, email, web forms) quickly and professionallyBuild rapport with prospective clients and guide them through the intake processQualify leads by understanding their needs (estate planning, probate, elder law)Clearly communicate the firm’s services and value to help clients take the next stepConvert qualified leads into scheduled consultations with attorneysConsistently meet or exceed lead conversion and scheduling targetsScheduling & CoordinationSchedule consultations and manage attorney calendars efficientlyConfirm appointments and provide pre-consultation guidanceEnsure all required client information is collected prior to meetingsCRM & Administrative SupportMaintain accurate and up-to-date records in CRM (e.g., Lawmatics, HubSpot)Track lead activity, follow-ups, and outcomesSupport the client services team with administrative and intake-related tasksClient ExperienceDeliver a warm, professional, and high-touch experience that reflects the firm’s valuesHelp clients feel comfortable navigating sensitive and important life decisionsWhat We’re Looking ForRequired1–3 years of experience in a client-facing role (sales, intake, customer service, or similar)Strong phone presence and ability to build trust quicklyExcellent written and verbal communication skillsHighly organized with strong attention to detailComfortable multitasking in a fast-paced environmentProficiency with Microsoft Office and CRM systemsPreferred (Not Required)Experience in legal, financial services, or professional services environmentsPrior intake or inside sales experienceFamiliarity with estate planning or probate processesCompensation & BenefitsBase Salary: $42,000 – $52,000 (based on experience)Performance Bonus: $5,000 – $12,000+ annually based on:Consultations scheduledLead conversion rateAppointment show ratePaid time offOpportunities for growth as the firm expandsTraining provided on legal services and intake systemsSchedule & Work EnvironmentFull-time (40 hours/week)Monday – Friday, 9:00 AM – 5:30 PMHybrid role (combination of in-office and remote work after training)Hampstead/Wilmington, NC areaWhy Join Saltaire Legacy Planning?Make an impact – Help families plan for the future and navigate important life decisionsBe part of a growing firm – Join a team expanding into a new market with strong momentumClient-first culture – We prioritize relationships, communication, and trustHigh-visibility role – Your work directly impacts firm growth and client experienceGrowth opportunity – Potential to advance into senior intake or client services rolesSuccess in This Role Looks LikeHigh conversion of inbound leads to scheduled consultationsStrong organization and follow-through with every prospective clientPositive client feedback on professionalism and communicationConsistent achievement of intake and scheduling KPIsApply If You…Enjoy talking to people and building relationshipsAre confident guiding conversations and asking the right questionsThrive in a structured, goal-oriented environmentWant a role where your work directly contributes to growth and impact