Client Intake Coordinator

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Issue appointment reminders and follow-up messages.

• Ensure precise client information is maintained in company databases.

• Conduct preliminary client intake and collect necessary information.

• Oversee calendars and schedule appointments.

• Organize and facilitate both in-person and virtual meetings.

• Carry out regular follow-ups with clients and sustain ongoing communication.

• Offer recommendations and suggestions for process enhancements when suitable.

• Make outbound calls to clients and potential clients.

⛳️ Requirements

• Familiarity with Clio or comparable case management/CRM software.

• Prior experience in client intake, administration, scheduling, customer service, or call center settings.

• Patient and approachable demeanor (The majority of calls will be from elderly individuals).

• Experience in the legal sector is advantageous but not mandatory.

🏝️ Benefits

• Competitive salary

• Paid Time Off

• Bonuses

• 100% remote/home-based position

• Full-time, long-term career opportunities

• Parental Leave

• Professional development and training

• Dedicated team support

• Alignment with our clients' core values