V104- Legal Intake and Client Support Representative
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: This role offers an exciting opportunity to support Job Duck as an Intake Specialist, helping clients feel informed, supported, and guided throughout their legal journey. In this position, the candidate will spend each day connecting with clients, gathering essential information, and ensuring all details flow smoothly through established processes. Someone who thrives in a structured environment, communicates with empathy, and enjoys keeping information organized will excel in this role. The position is ideal for an individual who learns quickly, works independently, and takes pride in delivering a polished and professional client experience. By managing communications, documentation, and CRM updates, this team member will be an essential contributor to the firm’s efficiency and client satisfaction.
Requirements
- Schedule aligned with PST (Pacific Standard Time)
- Must be detail‑oriented, organized, client‑focused, and able to manage a high volume of communication efficiently.
- Must be comfortable learning new systems and independently managing workflows.
Responsibilities
- Create timelines, summaries, and case‑related documentation
- Respond promptly to client emails
- Answer general client questions and explain processes clearly
- Ask intake questions, gather details, and record information accurately
- Maintain professionalism and confidentiality in all interactions
- Collaborate with internal team members, including virtual receptionists
- Convert documents as needed and maintain consistent file formatting
- Share resources and updates with clients and prospective new clients
- Organize electronic files and ensure all documents are stored appropriately
- Learn and manage the internal CRM system
- Conduct intake calls with clients and prospective clients
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
