V104 - Bilingual Intake and Scheduling Specialist

Job Duck

3d•$1,142 - $1,220•Remote

About The Position

Job Duck is seeking a Bilingual Intake and Scheduling Specialist to provide compassionate, professional support to prospective immigration clients. The role manages a high volume of inbound and outbound calls, completes intake forms, collects documentation, and helps potential clients feel comfortable during the initial consultation process. The specialist schedules paid consultations, processes payments, and maintains accurate client information using Clio. The position is suited to someone who is friendly, empathetic, personable, and confident communicating with people navigating stressful or sensitive circumstances in a fast-paced, family-oriented legal environment. This is a full-time remote position, Monday through Friday, with working hours of 8:00 a.m. to 5:00 p.m. CST. Monthly compensation is $1,142 to $1,220 USD.

Requirements

Bilingual fluency in English and Spanish.
Professional verbal and written communication skills.
Client intake and information-gathering skills.
Ability to manage a high volume of inbound and outbound calls.
Active listening and customer service skills.
Consultation scheduling experience.
Experience requesting, collecting, and organizing client documentation.
Comfort processing credit card payments and handling payment information professionally.
Comfort using a Voice over Internet Protocol phone system.
Strong attention to detail, organization, and time management.
Ability to prioritize multiple client requests.
Professional discretion when handling confidential information.
Empathy, patience, and a friendly, approachable, reassuring communication style.
Adaptability in a fast-paced legal environment, dependability, and consistent follow-through.
Reliable internet connection and a professional remote workspace.
Availability to begin within the standard placement timeline.

Nice To Haves

Previous customer service, intake, call center, or legal support experience.
Experience working in immigration law.
Familiarity with immigration terminology.
Experience using Clio.

Responsibilities

Coordinate with attorneys, paralegals, and staff regarding prospective client inquiries.
Answer a high volume of inbound calls from prospective clients in a friendly, empathetic, and professional manner.
Return calls to potential clients who contacted the firm during the day.
Ask appropriate intake questions and complete intake forms accurately to gather relevant information from prospective immigration clients.
Explain the initial intake and consultation process clearly.
Request required documents and follow up regarding missing or incomplete documentation.
Schedule paid consultations based on attorney availability.
Confirm consultation details and provide prospective clients with necessary scheduling information.
Collect and process consultation payments, including credit card payments.
Support an organized and positive client experience from the initial call through the scheduled consultation.
Provide timely follow-up to prospective clients throughout the intake process.
Distinguish prospective clients from current clients and route current client matters to the appropriate team member.
Document calls, follow-up activities, payments, and consultation details accurately.
Organize and maintain intake information and client records in Clio.
Maintain confidentiality when handling client information, documentation, and payment details.
Make callers feel comfortable while they discuss personal or sensitive circumstances.