[Hiring] New Client Intake Specialist @Job Duck

Role Description

At Job Duck, we are seeking a compassionate and highly organized New Client Intake Specialist to support prospective clients during their first interaction with the firm. In this role, you will guide callers through the intake process, gather essential information, evaluate potential cases, and help connect clients with the legal team. Your ability to communicate clearly, build trust, and provide a positive experience will have a direct impact on helping individuals receive the support they need. The ideal candidate thrives in a fast-paced environment, enjoys helping others, and can balance professionalism with empathy in every conversation.

• Monthly Compensation Range: From 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

• Follow intake procedures and scripts to ensure consistency
• Assist with translation during meetings when needed
• Assist with obtaining signed agreements during intake calls
• Gather relevant information regarding potential cases
• Conduct conflict checks within the CRM system
• Enter client information accurately into MyCase CRM
• Schedule consultations with attorneys and legal staff
• Screen and evaluate callers based on firm guidelines
• Answer inbound calls from prospective clients
• Maintain detailed and organized client records
• Explain general information regarding services and fees
• Provide a positive and professional client experience throughout the intake process

Qualifications

• 1-2 years of experience working in intake or customer service roles
• Strong verbal and written communication skills in both English and Spanish
• Active listening and relationship building abilities
• Compassionate and client-focused approach
• Excellent customer service skills
• Strong attention to detail
• Effective problem-solving abilities
• Strong organizational and time management skills
• Ability to multitask and prioritize effectively
• Professional phone etiquette
• Ability to remain composed during sensitive conversations
• Adaptability and flexibility in a fast-paced environment
• Ability to follow scripts and established processes

Requirements

• Location and timezone: Remote, Central Standard Time (CST)
• Working Hours: Monday to Friday ranging from 7AM to 6-7PM CST (8 hours per day)
• Expected call volume: High (60-80 calls per day)
• Software and Tools Required:
• CRM: MyCase
• VOIP: Webex
• Email/Calendar: Outlook
• Work Shift: 8:00 AM - 5:00 PM [CST][CDT] (United States of America)
• Languages: English, Spanish

Benefits

• Great Place to Work Certification every year since 2022

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.