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Legal Receptionist – Client Relations

🔥 0 minutes ago

🌐 Brazil, Honduras, +7 more countries – Remote

infoinfo

💵 $1k - $1.1k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

Where this job comes from

Posted on Job Duck's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

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

• Collaborate with team members to ensure a seamless client experience from initial contact through onboarding and ongoing support • Maintain accurate records and documentation across client accounts and internal systems • Maintain a professional, empathetic, and solution-focused approach during client interactions • Track communications and ensure timely follow-through on client inquiries • Provide ongoing client follow-up regarding required documents and next steps • Update and manage client information within the case management system • Create and maintain client records in IRS Logics • Deliver exceptional client service while maintaining confidentiality and accuracy • Schedule appointments and coordinate calendars • Support virtual assistants with administrative and client service tasks • Coordinate electronic signature requests and completion • Collect client documentation and required signed forms • Return missed calls and voicemail messages on the same business day • Schedule same-day callbacks when the salesperson is unavailable • Qualify incoming leads and transfer qualified prospects to the salesperson • Conduct welcome calls for newly onboarded clients • Serve as the first point of contact for prospective and existing clients • Answer and manage incoming calls through Dialpad

🎯 Requirements

• Monday through Friday, 9 AM to 6 PM PST • Excellent spoken and written English required • Previous experience in a law firm, accounting firm, tax services environment, customer service role, or client intake position preferred • Comfortable managing a high volume of inbound and outbound calls • Experience working with cloud-based phone systems, CRM platforms, and case management software • Strong organizational, multitasking, and time management abilities • Ability to maintain accurate records and documentation • Commitment to same-day follow-up and client communication • Ability to work independently while collaborating effectively with a remote team • Proficiency with Dialpad, Microsoft 365, IRS Logics, CRM systems, and electronic signature platforms • Client relations, reception and front office support, client intake, lead qualification, customer service, appointment scheduling, client onboarding, CRM management, case management systems, Microsoft 365, professional phone etiquette, data entry, document processing, follow-up management, organization, prioritization, time management, attention to detail, communication, active listening, professionalism, reliability, adaptability, collaboration, problem solving, and empathy

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification environment • Monthly compensation of 1015 USD to 1100 USD

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