Client Intake Specialist

CLIENT INTAKE SPECIALIST

ELG Estate Planning | Spokane, WA

Are you a natural connector who finds genuine satisfaction in helping people through pivotal moments in their lives? Do you thrive on conversation, love staying organized, and take pride in being the person who makes a great first impression?

ELG Estate Planning is a preeminent Estate Planning and Elder Law firm serving families across Washington and Idaho. For over 20 years, we’ve helped thousands of families protect what matters most, and we do it with heart, precision, and genuine care.

With offices in Spokane, Kennewick, and Seattle, we are looking for a Client Intake Specialist to join our Spokane team as the welcoming first voice prospective clients hear when they reach out to us.

What You’ll Be Doing

As our Client Intake Specialist, you’re not just answering phones, you’re opening doors for families who need guidance. You will be the first point of contact for prospective clients, and your warmth, professionalism, and attentiveness will shape how they experience ELG from the very first moment.

Your day-to-day responsibilities will include:

• Handle inbound calls, emails, and inquiries, warmly engaging prospective clients and determining whether our services are the right fit for their needs
• Schedule Initial Consultations for qualified prospects and ensure a smooth, seamless handoff to our attorney team
• Conduct conflict checks for each prospective client
• Follow up on sales leads generated through our marketing activities, maintaining consistent and thoughtful outreach
• Manage and track all prospect interactions using our CRM system (HubSpot)
• Provide an exceptional, memorable experience for every person who contacts our firm

This is a full-time, in-person position based at our Spokane, WA office. Hours are Monday–Friday, 8:30 AM – 5:00 PM.

What We’re Looking For

The ideal candidate has:

• 2+ years of customer service or sales experience, including prospecting, qualifying, and follow-through
• A natural ability to connect with people over the phone and via email
• Excellent verbal and written communication skills
• Strong organizational habits and meticulous attention to detail
• Genuine passion for making a positive difference in people’s lives
• A professional, positive, and enthusiastic approach to every interaction

Preferred:

• Prior experience in a phone-based customer service role (call center, appointment scheduling, client services, etc.)
• Experience with HubSpot

You Might Be a Great Fit If You…

• Light up when you help someone feel heard and cared for — you’re genuinely engaged with the people you talk to, not just going through the motions
• Are humble enough to keep learning and confident enough to speak up
• Bring a positive attitude even when the day is full and the phone keeps ringing
• Treat every person — client, colleague, or caller — with patience and respect
• Want to win as a team and take pride in what the group builds together
• Hold yourself to a high standard without being asked

Compensation & Benefits

• Hourly compensation: $22.00 – $23.00/hr (∼$45,760 – $47,840 annually), plus performance bonusing for consultations scheduled
• Health, dental, vision, and life insurance
• SIMPLE IRA retirement plan with 3% employer match
• 2 weeks paid vacation to start
• Washington Paid Sick & Safety Leave
• 10 paid holidays per year

Why ELG?

We are a focused, established firm doing meaningful work in a specialized area of law, and we take pride in doing it well.

If you want to be part of a team where your work genuinely matters and where clients leave every interaction feeling better than when they arrived, we would love to meet you.

Pay: $22.00 - $23.00 per hour

Benefits:

• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person