Intake Specialist | Client Experience Specialist

JOB DUCK IS HIRING AN INTAKE SPECIALIST | CLIENT EXPERIENCE 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

Join Job Duck as a Bilingual Intake Specialist and play a key role in creating an exceptional first impression for prospective clients. In this position, you will be responsible for engaging with new leads, guiding them through the intake process, and ensuring every interaction is professional, empathetic, and well organized. You'll work closely with a legal team, manage client information, and help maintain a seamless qualification pipeline that supports the firm's continued growth. This opportunity is ideal for someone who enjoys communicating with people, thrives in a fast paced environment, embraces technology, and takes initiative to solve problems independently while delivering outstanding customer service.

Schedule:

Monday to Friday from 7:00 AM to 4:00 PM EST (USA)

Your Responsibilities Will Include but Are Not Limited To:

• Identifying opportunities to improve workflows and contribute to process efficiency.
• Ensuring all client interactions are handled with empathy, professionalism, and confidentiality.
• Collaborating with the legal team to maintain an efficient intake process.
• Coordinating communication through phone, email, and SMS platforms.
• Reaching out to prospective clients through outbound phone calls and follow-up communications.
• Requesting and following up on retainer agreements and required documentation.
• Maintaining accurate records of client communications and follow-up activities.
• Organizing client records and intake documentation.
• Managing and maintaining accurate information within the CRM.
• Guiding prospective clients through the intake and qualification process.
• Responding to inquiries from potential clients in a professional and timely manner.
• Tracking and managing the client qualification pipeline.

What We’re Looking For:

• At least one year of proven experience as an Intake Specialist
• Excellent verbal and written English communication skills required
• Previous experience in client intake, customer service, sales support, or legal administration is preferred
• Familiarity with legal intake processes is preferred
• Experience using CRM platforms is required
• Experience with Clio Grow, Clio Manage, and Intaker is highly preferred
• Experience working with VOIP systems such as Corvum is a plus
• Comfortable making outbound calls and following up with prospective clients
• Strong organizational and multitasking abilities
• Ability to work independently while managing multiple priorities
• Quick learner with strong technical aptitude
• 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 1150 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.