V104 - Intake Specialist | Legal Intake & Client Conversion Specialist I

Job Duck

Monthly: $1,142 - $1,220 usd; bonus/equity: not sp...
Fully remote
2 years of client intake experience
Ability to handle 20 calls daily
Proficiency with crm systems
This role serves as the first point of contact for new clients, guiding them through the intake process with professionalism and empathy

Job Summary

  • This role serves as the first point of contact for new clients, guiding them through the intake process with professionalism and empathy.
  • The position requires managing approximately 20 calls per day while accurately capturing client details in the firm's CRM system.
  • Candidates must be available Monday to Friday from 9:00 AM to 6:00 PM EST to support the firm's mission of delivering exceptional customer service.

Matching Summary

This role serves as the first point of contact for new clients, guiding them through the intake process with professionalism and empathy.

Salary

Monthly: $1,142 - $1,220 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 2 years of client intake experience
  • Ability to handle 20 calls daily
  • Proficiency with CRM systems
  • Strong organizational and data entry skills
  • EST timezone availability

Nice-to-have

  • Previous legal environment experience
  • Bilingual Portuguese or Spanish skills
  • Compassionate and patient communication style
  • Friendly and outgoing personality
  • Experience with payment processing

Key Requirements

  • 1-2 years previous experience in client intake or sales
  • Fluency in English required
  • Portuguese or Spanish language skills preferred
  • Must work EST timezone

Work Rights

Not specified

Tailored Resume

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