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V104 - Client Intake and Support Specialist

Role overview

Qualifications

  • Experience in client intake
  • Customer service experience
  • Administrative support experience
  • Experience using CRM or case management software

Responsibilities

  • Provide a positive and professional experience for every client interaction
  • Conduct client intake and gather relevant information
  • Monitor case progress and assist with moving matters through established workflows
  • Schedule consultations and appointments

Key facts

Hard skills

Other skills

  • Customer Service
  • Communication
  • Proactivity
  • Friendliness
  • Patience

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:

We are seeking a dedicated, compassionate, and proactive Client Intake and Support Specialist to serve as a key point of contact for prospective and existing clients. This individual will play a vital role in guiding clients through the intake process, managing communications, coordinating appointments, and ensuring matters move smoothly through our case management system.

The ideal candidate is friendly, patient, organized, and comfortable working independently while maintaining exceptional client service standards.

Schedule: Monday to Friday 08:00 AM. to 04:00 PM. EST

Monthly Compensation: 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

  • Provide a positive and professional experience for every client interaction.
  • Conduct client intake and gather relevant information.
  • Monitor case progress and assist with moving matters through established workflows.
  • Update and manage information within the firm's case management software.
  • Maintain regular contact with clients to ensure their matters continue moving forward.
  • Schedule consultations and appointments.
  • Answer and screen incoming calls from prospective clients.

Requirements:

  • Experience in client intake, customer service, administrative support, legal support, case management, or a similar client-facing role.
  • Experience using CRM or case management software is preferred.
  • Appointment scheduling and high-volume phone communication experience is a plus.

Work Shift:

Languages:

English

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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