Client Intake Specialist

JOB DUCK IS HIRING A CLIENT INTAKE SPECIALIST

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 for 4 years!

Role Overview

Job Duck is seeking a personable, proactive, and detail-oriented Intake Specialist to serve as the first point of contact for potential clients. In this role, the candidate will manage incoming leads, answer calls, follow up with prospects, and help create a professional and supportive first impression. The ideal candidate will enjoy speaking with people, building trust quickly, and guiding potential clients toward scheduling consultations. This position is well suited for someone who communicates clearly, stays organized under a steady call flow, and takes initiative to keep client communication moving smoothly. The selected candidate will play an important role in helping convert inquiries into meaningful client relationships while supporting daily scheduling and intake operations.

Schedule:

Monday to Friday from 8:00 AM to 5:00 PM PST (USA)

Your Responsibilities Will Include but Are Not Limited To:

• Completing approximately 10 outbound follow-up calls per day
• Handling approximately 20 to 30 inbound calls per day
• Maintaining accurate client information and ensuring all details are recorded correctly within company systems
• Conducting outbound follow-up calls to engage potential clients and encourage consultation bookings
• Managing client intake processes and serving as the first point of contact for potential clients
• Providing a professional, friendly, and helpful experience throughout the intake process
• Managing and maintaining the attorney’s calendar, including scheduling meetings, appointments, and personal commitments
• Following up with clients to ensure they receive timely communication and support
• Scheduling client consultations and appointments
• Proactively following up with leads who have contacted the firm but have not yet scheduled consultations
• Answering and managing inbound phone calls from leads and clients

What We’re Looking For:

• Candidates should have strong verbal and written English communication skills
• Candidates should have a clear communication style with an accent as close to an American accent as possible
• Required software and tools include MyCase, RingCentral, Outlook, Teams, Word, Excel, calendar management tools, OneDrive, and Adobe Acrobat
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
• Quiet, distraction-free remote work environment

What’s In It for You?

• Monthly compensation starting from 1142 USD to 1220 USD
• Paid time off.
• 100% Remote, Full-Time, Long-Term Career Opportunity.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.

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

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.