Intake Specialist, Client Experience Specialist

🔥 20 minutes ago

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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

• Identify opportunities to improve workflows and contribute to process efficiency • Ensure all client interactions are handled with empathy, professionalism, and confidentiality • Collaborate with the legal team to maintain an efficient intake process • Coordinate communication through phone, email, and SMS platforms • Reach out to prospective clients through outbound phone calls and follow up communications • Request and follow up on retainer agreements and required documentation • Maintain accurate records of client communications and follow up activities • Organize client records and intake documentation • Manage and maintain accurate information within the CRM • Guide prospective clients through the intake and qualification process • Respond to inquiries from potential clients in a professional and timely manner • Track and manage the qualification pipeline

🎯 Requirements

• Schedule: Monday through Friday, 7:00 AM to 4:00 PM EST • Time Zone: Eastern Standard Time (EST) • Industry: Criminal Defense Litigation • Excellent verbal and written English communication skills required • Previous experience in client intake, customer service, sales support, or legal administration is preferred • Familiarity with legal intake processes is preferred • Experience using CRM platforms is required • Experience with Clio Grow, Clio Manage, and Intaker is highly preferred • Experience working with VOIP systems such as Corvum is a plus • Comfortable making outbound calls and following up with prospective clients • Strong organizational and multitasking abilities • Ability to work independently while managing multiple priorities • Quick learner with strong technical aptitude.

🏖️ 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.