Virtual Client Services Support

This is a fully remote position, open to applicants in Honduras, +6 more countries.

📋 Description

• Assess initial callers utilizing established training materials and intake protocols.

• Respond to inbound calls from potential clients and return any missed calls and voicemails.

• Conduct outbound calls to prospective clients and follow up on their inquiries.

• Oversee referrals from call answering services and pinpoint any incorrect jurisdictions or referrals.

• Manage and sustain potential clients within the CRM pipeline to guarantee timely follow-ups.

• Upload, organize, and oversee client documentation effectively.

• Handle consultation payments and distribute payment links as necessary.

• Arrange consultations for in-person meetings, phone calls, and Google Meet appointments.

• Compile client summaries and case details for attorney review.

• Prepare and deliver bi-weekly and monthly reports to leadership.

• Provide translation for written and verbal communications between English and Spanish as required.

• Draft and prepare client agreements.

• Ensure that no inquiry from prospective clients goes unattended while maintaining prompt communication during the intake process.

• Manage inquiries received via phone calls, voicemails, emails, and online platforms.

• Act as the primary point of contact for prospective clients throughout the intake process.

⛳️ Requirements

• At least 1 year of experience in a client-facing position, such as customer service or sales.

• Advanced/native-level proficiency in English (both written and spoken).

• Full professional proficiency in both written and verbal English communication.

• Excellent phone communication and interpersonal skills.

• Capability to manage multiple tasks while maintaining a keen attention to detail.

• Ability to work independently and take initiative when required.

• Quick learner of new systems, processes, and technologies.

• Strong organizational and time management abilities.

• Professional and client-centric approach in all interactions.

• Availability Monday through Friday, from 8:30 AM to 5:30 PM PST/PDT.

• Proficiency in both English and Spanish.

• Familiarity with tools such as Slack, Google Workspace, Microsoft Office, Clio Grow, Dropbox, and Vonage.

🏝️ Benefits

• Opportunity for remote work.

• Environment certified as a Great Place to Work.

• Guidance from recruiters throughout the application process.