Legal Receptionist – Client Relations

This is a fully remote position, open to applicants in Brazil, +8 more countries.

📋 Description

• Collaborate with colleagues to guarantee a smooth client journey from initial engagement through onboarding and ongoing assistance.

• Keep precise records and documentation across client accounts and internal systems.

• Uphold a professional, empathetic, and solution-oriented demeanor during client interactions.

• Monitor communications and ensure prompt follow-up on client inquiries.

• Provide continuous follow-up with clients regarding necessary documents and subsequent steps.

• Update and manage client data within the case management system.

• Create and sustain client records in IRS Logics.

• Deliver outstanding client service while ensuring confidentiality and accuracy.

• Organize appointments and coordinate schedules.

• Assist virtual assistants with administrative and client service responsibilities.

• Handle electronic signature requests and their completion.

• Gather client documentation and required signed forms.

• Return missed calls and voicemail messages on the same business day.

• Arrange same-day callbacks when the salesperson is not available.

• Qualify incoming leads and transfer eligible prospects to the salesperson.

• Conduct welcome calls for newly onboarded clients.

• Act as the first point of contact for both prospective and existing clients.

• Answer and manage incoming calls through Dialpad.

⛳️ Requirements

• Availability Monday through Friday, 9 AM to 6 PM PST.

• Excellent spoken and written English is essential.

• Prior experience in a law firm, accounting firm, tax services field, customer service position, or client intake role is preferred.

• Comfortable managing a high volume of both inbound and outbound calls.

• Experience with cloud-based phone systems, CRM platforms, and case management software is necessary.

• Strong organizational, multitasking, and time management skills.

• Ability to maintain accurate records and documentation.

• Commitment to same-day follow-up and effective client communication.

• Ability to work independently while effectively collaborating with a remote team.

• Proficient in Dialpad, Microsoft 365, IRS Logics, CRM systems, and electronic signature platforms.

• Skills in client relations, reception and front office support, client intake, lead qualification, customer service, appointment scheduling, client onboarding, CRM management, case management systems, Microsoft 365, professional phone etiquette, data entry, document processing, follow-up management, organization, prioritization, time management, attention to detail, communication, active listening, professionalism, reliability, adaptability, collaboration, problem-solving, and empathy.

🏝️ Benefits

• Remote job opportunity.

• Great Place to Work Certification environment.

• Monthly compensation ranging from 1015 USD to 1100 USD.