Client Intake Coordinator

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Send appointment reminders and follow-up communications. • Maintain accurate client data in company systems. • Conduct initial client intake and gather relevant information. • Manage calendars and appointment scheduling. • Schedule and coordinate meetings both in-office and virtually. • Perform regular client follow-ups and maintain ongoing communication. • Provide recommendations and process improvement suggestions when appropriate. • Make outbound calls to clients and prospective clients.

🎯 Requirements

• Experience using Clio or similar case management/CRM software. • Previous experience in client intake, administration, scheduling, customer service, or call center environments. • Patient and friendly (The majority of calls will be from Elderly People) • Legal industry experience is a plus but not required.

🏖️ Benefits

• Competitive salary • Paid Time Off • Bonuses • 100% remote/home-based position • Full-time, long-term career opportunities • Parental Leave • Professional development and training • Dedicated team support • Alignment with our clients' core values