V104- Client Intake Coordinator I

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 every year since 2022!

Job Description:

At Job Duck, we are looking for a bilingual Client Intake Coordinator to join our team and serve as the first point of contact for prospective clients. This role is essential in creating a welcoming and professional experience, ensuring that inquiries are handled with care and accuracy. You will manage communications, assess leads, and coordinate schedules to support the smooth operation of daily activities. The ideal candidate thrives in a fast-paced environment, demonstrates empathy and reliability, and takes pride in delivering exceptional client service. Your contributions will directly impact client satisfaction and organizational efficiency, making you a valued member of the team.

• Salary Range: 1142 USD- 1220 USD

Responsibilities include, but are not limited to:

• Record events, notes, and action items in the database.

• Draft and maintain email templates for communication.

• Set up calendar tasks and to-dos during meetings.

• Schedule consultations and client meetings

• Input client data into systems with precision.

• File, organize, and record client documents and matters.

• Manage and update CRM and databases.

• Assess and pre-qualify leads for consultations.

• Follow up with prospects and clients to ensure engagement.

• Handle client inquiries with empathy and accuracy.

• Answer emails and phone calls promptly and professionally.

Requirements:

•2-3 years of experience as an Intake specialist

•Customer service background is required

•Legal background is highly appreciated

•Office hours: 8:30 AM to 5:30 PM

•Software: RocketMatter, Zoom Phone, Gmail.

•Customer-focused approach.

•Excellent written and verbal communication skills in English and Spanish.

•Strong planning and organizational abilities.

•Excellent time management.

•Attention to detail and accuracy.

•Professional phone etiquette.

•Empathic and sociable demeanor.

•Reliable and trustworthy.

•Detail-oriented mindset.

Work Shift:

Languages:

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.