Client Intake Representative I

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

📋 Description

• Ensure precise documentation and data management related to intake calls and retention statistics.

• Gather comprehensive details concerning client issues and legal requirements.

• Conduct initial intake conversations with potential new clients, demonstrating compassion and understanding.

• Assist the Client Intake Manager with reporting tasks and departmental requirements.

• Monitor ongoing interactions with non-retaining prospective clients using spreadsheets.

• Share best practices for collaboration with the firm and the legal team.

• Adhere to firm protocols to maintain consistent and effective communication with prospective clients.

⛳️ Requirements

• Timezone: PST

• Software/Tools: Microsoft Word, Outlook, Excel, Windows Operating System, Adobe Acrobat, Clio or Datto.

• Preferred 2-3 years of experience in client-facing or intake positions.

• Strong proficiency in Microsoft Office Suite.

• Familiarity with legal or professional services settings is an advantage.

• Excellent communication and interpersonal abilities.

• High levels of emotional intelligence and empathy.

• Confidence and tact in difficult discussions.

• Capability to convert prospective clients into retained clients.

• Self-driven and autonomous in a goal-focused environment.

• Detail-oriented with exceptional organizational skills.

• Proficient in Microsoft Office Suite and Windows OS.

• Knowledge of Adobe Acrobat.

• Experience with law practice management software is preferred.

🏝️ 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.