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

Flywheel

Multiple Locations
Base: 1,142 to 1,220 usd pm; bonus/equity: not spe...
Fully remote
Client intake and screening
Crm and case management systems
Bilingual communication skills
You’ll be the first point of contact for new clients, guiding them through the intake process with professionalism and empathy

Job Summary

  • You’ll be the first point of contact for new clients, guiding them through the intake process with professionalism and empathy.
  • This position is ideal for someone who thrives in a fast-paced, client-focused environment and finds satisfaction in providing exceptional service every day.
  • Job Duck connects you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

Matching Summary

You’ll be the first point of contact for new clients, guiding them through the intake process with professionalism and empathy.

Salary

Base: 1,142 to 1,220 USD per month; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client intake and screening
  • CRM and case management systems
  • Bilingual communication skills
  • Phone etiquette and call handling
  • Data entry and record maintenance
  • Appointment scheduling and follow-up

Nice-to-have

  • Compassionate and patient communicator
  • Strong interpersonal and active listening skills
  • Friendly and outgoing personality
  • Able to maintain composure under pressure
  • Customer-focused approach

Key Requirements

  • 1-2 years client intake or customer service experience
  • Experience in a legal environment is a plus
  • Bilingual in Portuguese, English, and/or Spanish
  • Ability to handle approximately 20 calls per day
  • Schedule availability Monday to Friday 9:00 AM to 6:00 PM EST

Work Rights

Not specified

Tailored Resume

Cover Letter