[Hiring] Client Intake and Engagement Assistant @Job Duck

Role 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

• 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.

Qualifications

• 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.

Requirements

• Schedule: Monday through Friday, 8 AM to 5 PM PST.
• Expected call volume: 16 to 30 calls per day.

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

Application Process

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.