Client Services Support

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

📋 Description

• Assist prospective clients during their initial interactions, ensuring they feel acknowledged, informed, and supported.

• Take a pivotal role in handling client inquiries, coordinating consultations, and maintaining a streamlined intake pipeline.

• Draft and prepare agreements for clients.

• Create and present bi-weekly and monthly reports to the leadership team.

• Oversee potential clients within the CRM pipeline and ensure timely follow-ups.

• Arrange consultations (in-person, via phone, or Google Meet).

• Manage inquiries received through voicemail, email, and Yelp.

• Make outbound calls to follow up with leads and missed messages.

• Occasionally translate live or written communications (English-Spanish).

• Upload, organize, and flag client documents received.

• Monitor and advise on referral accuracy from the call answering service.

• Prepare summaries for attorney review and follow up as necessary.

• Process payments and send payment links for consultations that require payment.

• Qualify first-time callers using provided training materials.

• Respond to inbound calls from potential clients and return calls to previous callers.

⛳️ Requirements

• At least 1 year of experience in client intake or customer service.

• Full professional proficiency in both English and Spanish.

• Exceptional written and verbal communication skills.

• Comfortable with daily inbound and outbound calling.

• Ability to manage numerous inquiries while keeping accurate records.

• Strong attention to detail and ability to follow through on tasks.

• Capability to work independently while also collaborating with a team when necessary.

• Reliable high-speed internet connection with a minimum of 10 Mbps download and 5 Mbps upload.

• A quiet and dedicated workspace.

• Personal computer or laptop and headset are 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.