Client Intake Representative I

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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

• Maintain accurate records and data related to intake calls and retention metrics • Collect detailed information regarding client matters and legal needs • Conduct initial intake calls with prospective new clients with compassion and empathy • Support the Client Intake Manager with reporting and departmental needs • Track ongoing contact with non-retaining prospective clients using spreadsheets • Communicate best practices for working with the firm and legal team • Follow firm guidelines to ensure consistent and effective communication with prospective clients

🎯 Requirements

• Timezone: PST • Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto • 2-3 years of experience in client-facing or intake roles preferred • Strong proficiency with Microsoft Office Suite • Familiarity with legal or professional services environments a plus • Strong communication and interpersonal skills • High emotional intelligence and empathy • Confidence and diplomacy in challenging conversations • Ability to transition prospective clients into retained clients • Self-motivated and self-directed in a goal-oriented environment • Detail-oriented with strong organizational skills • Proficiency in Microsoft Office Suite and Windows OS • Familiarity with Adobe Acrobat • Experience with law practice management software (preferred)

🏖️ 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.