V104 - Intake & Consultation Specialist

Job Duck

13d • Remote

About The Position

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 looking for a professional, compassionate, and highly organized Intake Specialist to serve as the first point of contact for potential clients. This role is crucial in creating a positive first impression, gathering essential case information, and ensuring callers are properly vetted and scheduled with the appropriate team members.

Requirements

• Previous experience in intake, customer service, or client-facing roles preferred.
• Strong communication skills with the ability to build rapport quickly.
• Excellent listening, note‑taking, and information‑gathering skills.
• Ability to multitask in a fast-paced environment while maintaining accuracy.
• Professional phone etiquette and a calm, patient demeanor.

Nice To Haves

• Familiarity with CRM or case management systems is a plus.

Responsibilities

• Support administrative tasks related to client onboarding.
• Communicate with attorneys or team members when a caller requires immediate follow-up.
• Schedule consultations and ensure all necessary information is prepared before the meeting.
• Vet callers to determine eligibility, case fit, and next steps based on established criteria.
• Answer and manage incoming phone calls while providing a welcoming and professional experience.
• Maintain accurate documentation and update internal systems with intake notes and call details.
• Conduct detailed intake interviews to collect essential information from potential clients.

What This Job Offers

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