Intake Specialist, Client Relations

🔥 14 hours ago

🌐 Chile, Mexico, +5 more countries – Remote

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💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Intake Specialist

👻 Ghost score 20%

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🗣️🇪🇸 Spanish Required

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Logo of Job Duck

Job Duck

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

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

• Serve as the first point of contact for prospective and existing law-firm clients • Answer and return intake and follow-up calls • Handle inbound calls and provide updates or information on current cases • Convert new leads into qualified clients through persuasive communication • Maintain accurate records in Clio and Clio Grow • Coordinate with reception and team members to ensure proper phone coverage and handoffs • Make outbound calls at clients’ request • Schedule appointments and follow-ups • Provide general, non-substantive support to existing clients • Conduct collections outreach when applicable • Perform intake-related administrative tasks, data entry, and legal document management • Contribute to intake projects and additional tasks as business needs evolve • Handle approximately 5–10 inbound and 10–12 outbound calls per day, with primary focus on outbound intake and follow-up calls

🎯 Requirements

• Previous experience in intake, legal support, customer service, sales, call center, or a related client-facing role • Strong verbal and written English communication skills • Excellent bilingual communication skills in English and Spanish • Ability to confidently communicate with prospective clients and build trust • Comfortable handling inbound and outbound calls • Ability to maintain accurate client records and confidential information • Reliable computer and phone availability throughout scheduled working hours • Personal laptop/PC, headset, and stable internet connection (minimum 10 Mbps download / 5 Mbps upload) • Professional home office setup and quiet, professional remote work environment • Rapid-contact method for emergencies, such as WhatsApp or a personal phone number • Availability Monday through Friday, 8:00 AM to 5:00 PM Pacific Standard Time • Experience with Clio and Clio Grow is a strong plus • Proficiency with phone and communication systems and Microsoft Office or comparable productivity tools • Strong organizational, interpersonal, listening, persuasive, consultative, and client service skills • Reliable, punctual, responsive, independent, proactive, adaptable, and resourceful work style

🏖️ Benefits

• Remote work opportunity • Great Place to Work Certification company environment

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