Client Intake & Scheduling Coordinator – LATAM, Philippines

This is a fully remote position, open to applicants in Philippines, +5 more countries.

📋 Description

• Establish a positive first impression for potential clients through timely, professional, and friendly communication via phone and email.

• Quickly address inbound calls, missed calls, messages, and inquiries from new leads.

• Schedule consultations for qualified prospective clients with the Managing Attorney and ensure an accurate and well-organized calendar.

• Take ownership of follow-ups on outstanding inquiries and communications.

• Maintain accurate and up-to-date appointment, lead, and client information across the firm's systems.

• Facilitate communication between prospective clients, the Managing Attorney, and members of the legal team when assistance or escalation is necessary.

• Identify questions that require legal expertise and route them appropriately without dispensing legal advice.

• Handle multiple communication channels and competing priorities while ensuring a calm, professional experience for clients.

• Proactively recognize unanswered messages, scheduling challenges, and pending follow-ups.

• Provide support for general administrative tasks during periods of lower call and lead volume.

⛳️ Requirements

• A minimum of 2 years of experience in customer service, client intake, reception, appointment setting, administrative support, or a similar client-facing role.

• Exceptional spoken and written English with a confident and professional phone demeanor.

• Practical experience in answering inbound calls and promptly returning missed calls, messages, or inquiries.

• Proven experience in scheduling appointments and maintaining professional calendars with keen attention to detail.

• Strong follow-up skills and the ability to manage multiple active inquiries without losing track of next steps.

• Capability to work independently, remain highly responsive, and consistently dependable during an agreed-upon remote working schedule.

• Access to a reliable computer, high-speed internet connection, and a professional remote workspace.

• Previous experience with a U.S. law firm, immigration practice, or professional services organization.

• Familiarity with CRM systems, appointment scheduling, calendar management, and office productivity software.

• Exposure to client intake processes related to legal or immigration matters.

• Experience in supporting a high-volume inbound lead or appointment-setting environment.

🏝️ Benefits

• Access to a perks marketplace worth over $200K, featuring discounts on more than 150 global services.

• Option to withdraw up to 50% of approved earnings before payday.