Client Intake Specialist

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

📋 Description

• Act as the main point of contact for client communications via calls, emails, and social media inquiries.

• Assess inquiries, determine client needs, arrange consultations, and assist prospective clients through the intake process.

• Foster relationships, follow up on inquiries, and facilitate the conversion of leads into retained clients.

• Achieve monthly sales and consultation objectives.

• Oversee calendars, inboxes, communications, and deadlines.

• Offer daily operational support to the management team.

• Keep precise client records in CRM systems, documenting interactions, follow-ups, and intake progress.

• Utilize knowledge of U.S. legal processes and terminology when engaging with clients and coordinating consultations.

• Identify and escalate inquiries that necessitate attorney review or legal advice.

• May need to complete a brief video assessment simulating a role-specific scenario.

⛳️ Requirements

• At least 2 years of experience in client relations, customer service, administrative support, or a similar role.

• Bachelor's degree in communications, business administration, or a related field is preferred.

• Previous professional experience with U.S. law, a U.S.-based law firm, or U.S. legal matters.

• Experience in U.S. immigration law or another sector of U.S. law is highly preferred.

• Familiarity with U.S. legal terminology, legal processes, and client intake procedures.

• Comfortable using CRM software, virtual communication tools, and scheduling applications.

• Proficient in Microsoft Office Suite, email management systems, and virtual collaboration tools.

• Excellent interpersonal skills, attention to detail, and capability to multitask.

• Reliable internet connection and a dedicated home office setup.

• Strong written and verbal communication skills in English.

• Professional and confident communication skills when engaging with clients about legal services.

• Ability to comprehend, organize, and accurately document client information while ensuring confidentiality.

• Familiarity with Facebook, Instagram, WhatsApp, and LinkedIn.

• Availability to work standard hours from 8:00 AM to 5:00 PM Pacific Time or an alternative shift arrangement.

🏝️ Benefits

• Comprehensive training.

• Continual opportunities for professional development and career progression.

• Collaborative and empowering culture within a global team.

• Fully remote position based in Asia.

• Flexible scheduling to enhance productivity and work-life balance.

• Work from the comfort of your home without a commute.

• Holiday pay for all U.S. federal holidays recognized by the firm.

• Performance-based bonuses.

• Periodic salary reviews.

• Supportive, growth-oriented, collaborative, and professional environment.

• Flexible shift arrangements may be considered.