Intake Specialist – Intake & Client Relations Specialist

🔥 12 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

• Coordinate with the team to ensure call coverage during absences or breaks • Act as backup for phone answering or intake coverage when needed • Make outbound calls at the client’s request • Coordinate with reception to ensure proper handoffs, handling 15–30 calls per day • Maintain accurate records in Clio and Clio Grow • Persuasively convert new leads into qualified clients • Answer and return intake and follow-up calls from new and existing clients • Perform intake-related administrative tasks, data entry, and legal document management • Conduct collections outreach when applicable • Contribute to intake projects and tasks as business needs evolve • Support existing clients with general, non-substantive inquiries • Schedule appointments and follow-ups • Handle inbound calls and provide updates or information on current cases

🎯 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 • Strong and dependable internet connection and professional home office setup • Ability to provide a rapid emergency contact method, 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, Clio Grow, phone and communication systems, and Microsoft Office or comparable productivity tools • Approximately 5 to 10 inbound calls per day and 10 to 12 outbound calls per day • Strong persuasive and consultative communication abilities • Excellent listening and interpersonal skills • Strong client service orientation • Professional and courteous demeanor • Highly reliable and punctual • Strong responsibility and accountability • Excellent follow-through and responsiveness • Strong organizational and time management skills • Detail-oriented approach to data entry and record management • Independent and proactive work style • Resourceful problem-solving ability • Adaptability and willingness to take on additional intake-related tasks and projects • Ability to coordinate effectively with team members to maintain consistent phone coverage • Professional judgment when handling client communications and non-substantive inquiries

🏖️ Benefits

• Remote work opportunity • Great Place to Work Certification environment • Recruiter guidance through the application process

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