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V104- Intake and Customer Service Coordinator I

Role overview

Qualifications

  • 2-3 years of experience with intake tasks
  • Experience in customer service roles
  • Spanish and English proficiency required
  • Legal background is appreciated

Responsibilities

  • Triage incoming calls and web submissions to ensure timely and accurate responses
  • Request and follow up on client reviews, alerting the marketing team of new feedback
  • Provide translation support for Spanish-speaking contacts
  • Guide potential new clients through the intake process, including drafting representation agreements and verifying payments

Key facts

Other skills

  • Problem Solving
  • Customer Service
  • Microsoft Outlook
  • Detail Oriented
  • Reliability
  • Empathy

About the company

Job Duck logo

Job Duck

Staffing & Recruiting

We help incredible people find amazing careers working from home for a United States-based business.

Company details

Company typeSME
IndustryStaffing & Recruiting
Company size201 - 500

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Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

Job Duck is seeking a dedicated Intake Specialist to join our team. In this role, you will be the first point of contact for potential new clients, ensuring that every inquiry is handled with professionalism, empathy, and accuracy. You will guide individuals through the intake process, support Spanish-speaking contacts, and help transition new matters seamlessly to the legal team. This position is ideal for someone who thrives in a client-facing environment, enjoys problem-solving, and takes pride in delivering exceptional service. If you are detail-oriented, reliable, and motivated by helping others, you will find this role both rewarding and impactful.

• Monthly compensation: 1142 USD to 1220 USD

Responsibilities include, but are not limited to:

  • Triage incoming calls and web submissions to ensure timely and accurate responses

  • Request and follow up on client reviews, alerting the marketing team of new feedback

  • Provide translation support for Spanish-speaking contacts

  • Transition new matters to the legal team once intake is complete

  • Guide potential new clients through the intake process, including drafting representation agreements and verifying payments

  • Support the firm administrator and legal team with intake-related tasks

  • Communicate effectively with clients, prospects, and internal team members

  • Maintain accurate records in CRM and case management systems

Requirements:

•2-3 years of experience with intake tasks

•Experience in customer service roles

•Legal background is appreciated

•Office Hours: 8:30 AM – 5:30 PM EST

•Expected Call Volume: 16–30 calls per day

•Spanish and English proficiency required

• Software/Tools: Lawmatics, 8x8, Slack, Clio, Outlook, Active Campaign

Work Shift:

8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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