V104- Client Intake Coordinator I

Job Duck

2d • $1,142 - $1,220 • Remote

About The Position

At Job Duck, we are looking for a bilingual Client Intake Coordinator to join our team and serve as the first point of contact for prospective clients. This role is essential in creating a welcoming and professional experience, ensuring that inquiries are handled with care and accuracy. You will manage communications, assess leads, and coordinate schedules to support the smooth operation of daily activities. The ideal candidate thrives in a fast-paced environment, demonstrates empathy and reliability, and takes pride in delivering exceptional client service. Your contributions will directly impact client satisfaction and organizational efficiency, making you a valued member of the team.

Requirements

• 2-3 years of experience as an Intake specialist
• Customer service background is required
• Legal background is highly appreciated
• Office hours: 8:30 AM to 5:30 PM
• Software: RocketMatter, Zoom Phone, Gmail.
• Customer-focused approach.
• Excellent written and verbal communication skills in English and Spanish.
• Strong planning and organizational abilities.
• Excellent time management.
• Attention to detail and accuracy.
• Professional phone etiquette.
• Empathic and sociable demeanor.
• Reliable and trustworthy.
• Detail-oriented mindset.

Responsibilities

• Record events, notes, and action items in the database.
• Draft and maintain email templates for communication.
• Set up calendar tasks and to-dos during meetings.
• Schedule consultations and client meetings
• Input client data into systems with precision.
• File, organize, and record client documents and matters.
• Manage and update CRM and databases.
• Assess and pre-qualify leads for consultations.
• Follow up with prospects and clients to ensure engagement.
• Handle client inquiries with empathy and accuracy.
• Answer emails and phone calls promptly and professionally.

What This Job Offers

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