Client Intake Specialist

This is a fully remote position, open to applicants in United States, +2 more countries.

📋 Description

• Conduct approximately 10 outbound follow-up calls each day.

• Manage around 20 to 30 inbound calls on a daily basis.

• Ensure accurate client information is maintained and all details are correctly recorded in the company systems.

• Perform outbound follow-up calls to engage potential clients and promote consultation bookings.

• Oversee client intake processes and act as the initial point of contact for potential clients.

• Deliver a professional, friendly, and supportive experience throughout the intake procedure.

• Organize and maintain the attorney’s calendar, including coordinating meetings, appointments, and personal commitments.

• Follow up with clients to guarantee they receive prompt communication and assistance.

• Schedule client consultations and appointments efficiently.

• Actively follow up with leads who have reached out to the firm but have not yet scheduled consultations.

• Answer and manage incoming phone calls from leads and clients.

⛳️ Requirements

• This is a full-time position.

• Work hours are Monday to Friday, from 8:00 AM to 5:00 PM PST.

• Candidates must possess strong verbal and written communication skills in English.

• Candidates should demonstrate a clear communication style, ideally with an accent closely resembling an American accent.

• Familiarity with software and tools such as MyCase, RingCentral, Outlook, Teams, Word, Excel, calendar management tools, OneDrive, and Adobe Acrobat is required.

🏝️ 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.