V104- Client Intake and Engagement Assistant

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

Join Job Duck as a Client Intake and Engagement Assistant and play a critical role in helping potential clients take the first step toward resolving their legal matters. In this position, you will serve as the first point of contact for prospective clients, guiding them through the intake process with professionalism, empathy, and confidence. Your ability to assess needs, maintain accurate records, and follow up consistently will directly contribute to the firm's growth and client experience. This role is ideal for a detail-oriented, adaptable professional who enjoys communicating with people, building trust, and ensuring every qualified lead receives exceptional support. If you thrive in a fast-paced environment, learn quickly, and take pride in creating organized, efficient processes, this opportunity may be the perfect fit.

Monthly compensation range: 1,142 USD to 1,220 USD

Responsibilities include, but are not limited to:

Prepare regular sales and performance reports for leadership review.

Maintain detailed and accurate prospect records within the CRM system.

Support the development and improvement of lead follow up processes and conversion strategies.

Schedule paid consultations for qualified prospects and process associated payments accurately.

Collaborate with team members to improve intake procedures, client experience, and overall operational effectiveness.

Track lead activity, consultation outcomes, and conversion metrics.

Review call recordings to identify opportunities for improved communication, efficiency, and conversion performance.

Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation.

Document all communications, activities, and updates related to leads and consultations.

Follow up consistently with qualified leads to encourage consultation scheduling.

Prepare attorneys with key prospect details to ensure productive and efficient meetings.

Gather and organize relevant client information prior to consultations.

Refer unqualified prospects to appropriate referral partners and maintain referral communication records.

Maintain professional and positive interactions with all prospects while providing an exceptional client experience.

Conduct initial screenings with prospective clients to determine eligibility and alignment with firm criteria.

Ensure compliance with internal processes, standards, and confidentiality requirements.

Requirements:

Schedule: Monday through Friday, 8 AM to 5 PM PST

Expected call volume: 16 to 30 calls per day

2- 3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred

Ability to conduct qualification screenings and assess prospective client needs

Experience scheduling appointments and managing calendars

Ability to handle sensitive conversations with professionalism and discretion

Strong written and verbal communication skills

Excellent organizational and documentation abilities

Comfortable working with CRM platforms and digital communication tools

Ability to maintain accurate records and track client interactions

Experience reviewing call recordings and identifying process improvement opportunities preferred

Capable of preparing reports, tracking metrics, and contributing to operational improvements

Required Skills:

Bilingual English and Spanish communication

Client intake and qualification

Lead follow up and nurturing

Appointment scheduling

Payment processing

Customer service excellence

Relationship management

CRM management

Sales support

Data entry accuracy

Report preparation

Metrics tracking and analysis

Active listening

Professional phone etiquette

Problem solving

Time management

Organization and prioritization

Attention to detail

Adaptability

Quick learning ability

Professional judgment

Boundary setting and conflict management

Confidentiality and discretion

Process improvement mindset

Work Shift:

8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.