Relations Specialist

Shegerian & Associates • San Diego, CA

1d • Onsite

About The Position

Shegerian & Associates is seeking a bilingual Relations Specialist to support the intake and vetting process for potential clients at a plaintiff-side employment law firm. The specialist ensures new leads receive timely follow-up, accurate documentation, and appropriate routing, and personally conducts intakes or addresses escalated concerns when needed. The role also involves identifying improvements to the intake process and protecting the confidentiality of clients and files. This is a full-time, onsite position with standard hours Monday through Friday, 9:00 a.m. to 6:00 p.m.; overtime is required when necessary to meet deadlines.

Requirements

• Ability to handle escalated situations professionally and tactfully.
• Strong organizational and time-management skills, including the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proficiency in MS Word, Excel, and CRM or practice management software.

Nice To Haves

• Fluency in Spanish (listed as preferred).
• At least 1 year of experience in legal intake, client services, or customer service (listed as preferred).

Responsibilities

• Review every new lead daily to ensure timely follow-up and accurate documentation.
• Route leads to the appropriate department.
• Complete missing details on incomplete leads so attorneys have the information needed to evaluate cases.
• Conduct intakes when needed, providing potential clients with a professional and thorough experience.
• Handle escalated concerns from potential new clients with patience, tact, and a focus on resolution.
• Upload supporting documentation promptly and maintain clean, complete records.
• Identify inefficiencies in the intake process, raise them with leadership, and help implement improvements.
• Protect the confidentiality of clients and files.

Benefits

• The firm pays 100% of dental and vision premiums.
• The firm pays 100% of premiums for all Silver-level medical plans.
• The firm contributes approximately 10% toward retirement (3% Safe Harbor plus 7% Profit Sharing).
• $500 annual FSA contribution.
• Accrual of 80 hours of PTO, with an additional 40 hours on the third anniversary.
• Sick pay.
• Birthday off as a fully paid day.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed