V104 - Client Experience Representative II

Job Duck

3d • $1,142 - $1,220 • Remote

About The Position

Job Duck is seeking a bilingual Client Experience Representative to serve as the first point of contact for prospective clients in a fast-paced, client-facing environment. The representative screens inquiries, gathers essential information, and guides clients through the intake process while creating a welcoming, professional experience. The role supports identifying qualified leads and a smooth onboarding journey. The position is scheduled Monday through Friday, 8:00 AM to 5:00 PM Pacific Time, and offers monthly compensation from $1,142 to $1,220 USD.

Requirements

• At least one year of experience in a client-facing role, such as customer service, receptionist, intake specialist, or sales.
• Prior Intake Specialist or Receptionist experience.
• Experience handling inbound client inquiries.
• Experience qualifying or onboarding clients.
• Excellent written and verbal English communication skills.
• Strong verbal communication and phone presence.
• Active listening and conversation management skills.
• Ability to build rapport quickly and maintain professionalism.
• Strong problem-solving and critical-thinking abilities.
• Empathy and patience when assisting clients.
• Ability to manage high call volume efficiently.
• Strong organizational and time-management skills.
• Attention to detail and accurate data-entry skills.
• Ability to multitask and prioritize effectively.
• Proactive and adaptable approach in a dynamic work environment.
• Reliable computer, stable high-speed internet connection, quiet and professional work environment, and quality headset for phone communication.

Nice To Haves

• Legal industry experience is a plus, but not required.

Responsibilities

• Handle approximately five calls per hour while delivering quality client interactions.
• Assist with administrative tasks and support the front-of-house team as needed.
• Review and assess online submissions from platforms such as Justia or Intaker to determine case viability.
• Conduct initial screening of prospective clients to identify case type and determine eligibility.
• Gather information for initial consultations and create client records in HubSpot.
• Email prospective clients who submit inquiries through the website.
• Send declination emails and provide referrals to disqualified prospective clients when appropriate.
• Retrieve and upload property-related documents using TitlePro247 to prepare for consultations.
• Schedule consultations using Calendly or internal scheduling systems.
• Maintain accurate CRM records, including creating and updating detailed client accounts in HubSpot.
• Respond to general inquiries about the firm and intake process, and transfer calls to appropriate team members when needed.
• Answer and manage a high volume of incoming calls professionally and with a friendly tone.
• Collect and document contact information for qualified leads and refer them to the intake team for further evaluation.
• Disqualify callers whose cases are not handled by the firm while maintaining a positive experience.
• Support consultation preparation for internal stakeholders by ensuring all required documentation is available.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed