Client Intake Specialist

🔥 1 hour ago

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Job Duck

WebsiteLinkedInAll Job Openings

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

• Complete approximately 10 outbound follow up calls per day. • Handle approximately 20 to 30 inbound calls per day. • Maintain accurate client information and ensure all details are recorded correctly within company systems. • Conduct outbound follow up calls to engage potential clients and encourage consultation bookings. • Manage client intake processes and serve as the first point of contact for potential clients. • Provide a professional, friendly, and helpful experience throughout the intake process. • Manage and maintain the attorney’s calendar, including scheduling meetings, appointments, and personal commitments. • Follow up with clients to ensure they receive timely communication and support. • Schedule client consultations and appointments. • Proactively follow up with leads who have contacted the firm but have not yet scheduled consultations. • Answer and manage inbound phone calls from leads and clients.

🎯 Requirements

• Full time position • Work schedule is Monday to Friday, 8:00 AM to 5:00 PM PST • Candidates should have strong verbal and written English communication skills • Candidates should have a clear communication style with an accent as close to an American accent as possible • Required software and tools include MyCase, RingCentral, Outlook, Teams, Word, Excel, calendar management tools, OneDrive, and Adobe Acrobat

🏖️ 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