New Client Intake Specialist

JOB DUCK IS HIRING A NEW 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

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.

Schedule:

Monday to Friday from 7:00 AM to 6:00 PM CST (USA)

Your Responsibilities Will Include but Are Not Limited To:

• Following intake procedures and scripts to ensure consistency
• Assisting with translation during meetings when needed
• Assisting with obtaining signed agreements during intake calls
• Gathering relevant information regarding potential cases
• Conducting conflict checks within the CRM system
• Entering client information accurately into MyCase CRM
• Scheduling consultations with attorneys and legal staff
• Screening and evaluating callers based on firm guidelines
• Answering inbound calls from prospective clients
• Maintaining detailed and organized client records
• Explaining general information regarding services and fees
• Providing a positive and professional client experience throughout the intake process

What We’re Looking For:

• At least one to two 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
• 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.