V104- Virtual Client Services Support
About The Position
Join Job Duck as an Intake Specialist and become the welcoming first point of contact for prospective clients seeking legal assistance. In this role, you will play a critical part in creating an exceptional client experience by managing inquiries, qualifying potential clients, coordinating consultations, and ensuring every lead receives timely attention. Success in this position comes from strong communication skills, a customer focused mindset, and the ability to stay organized in a fast paced environment. If you thrive on helping people, enjoy speaking with clients, and are confident managing multiple priorities while maintaining professionalism, this could be the perfect opportunity for you.
Requirements
- Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
- Advanced/native-level English skills (both written and spoken)
- Full professional proficiency in written and verbal English communication
- Strong phone communication and interpersonal skills
- Ability to manage multiple tasks while maintaining attention to detail
- Comfortable working independently and taking initiative when needed
- Ability to learn new systems, processes, and technologies quickly
- Strong organizational and time management skills
- Professional and client-focused approach to all interactions
Nice To Haves
- Full professional proficiency in written and verbal Spanish communication
Responsibilities
- Qualify first time callers using established training materials and intake procedures
- Answer inbound calls from potential clients and return missed calls and voicemails
- Place outbound calls to prospective clients and follow up on inquiries
- Monitor referrals from call answering services and identify incorrect jurisdictions or referrals
- Manage and maintain potential clients within the CRM pipeline to ensure prompt follow up
- Upload, organize, and manage client documentation
- Process consultation payments and distribute payment links when required
- Schedule consultations for in person meetings, phone calls, and Google Meet appointments
- Prepare client summaries and case information for attorney review
- Prepare and present bi weekly and monthly reports to leadership
- Translate written and verbal communications between English and Spanish when needed
- Draft and prepare client agreements
- Ensure no prospective client inquiry is left unattended and maintain timely communication throughout the intake process
- Process inquiries received through phone calls, voicemail, email, and online platforms
- Serve as the primary point of contact for prospective clients throughout the intake process
Benefits
- Great Place to Work Certification
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
