Client Experience Representative II

Job Duck, LLC; Colombia; À distance; COP 40 328 000 - 43 082 000; Plein temps

Avantages offerts par ce poste

Paid time off

Parental leave

Professional development

Dedicated team support

Résumé du poste

Job Duck, LLC is hiring a bilingual Client Experience Representative II to be the first point of contact for prospective clients, guiding them through intake with clarity and care. The role emphasizes active listening, rapport-building, and efficient handling of inquiries in a fast-paced, remote setting.

Responsibilities include screening inquiries, creating client records in HubSpot, and coordinating consultations.

Qualifications

• At least 1 year in a client-facing role such as customer service, intake, receptionist, or sales.
• Strong verbal communication and professional phone presence.
• Active listening with the ability to guide conversations smoothly.
• Ability to build rapport quickly while staying professional.
• Excellent problem-solving and critical-thinking abilities.

Responsabilités

• Handle ~5 calls per hour delivering high-quality client interactions.
• Assist with administrative tasks and support the front-of-house team.
• Review inquiries to assess case viability on platforms like Justia or Intaker.

Connaissances

Client-facing experience

Active listening

Empathy

Organization

Time management

Multitasking

Professional phone presence

Outils

HubSpot

Calendly

Justia

Intaker

TitlePro247

Description du poste

JOB DUCK IS HIRING A CLIENT EXPERIENCE REPRESENTATIVE II

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

We are seeking a bilingual Client Experience Representative who thrives in a fast-paced, client-facing environment and takes pride in delivering exceptional first impressions. In this role, you will serve as the first point of contact for prospective clients, managing conversations with confidence while creating a welcoming and professional experience. You will play a key role in screening inquiries, gathering critical information, and guiding clients through the intake process with clarity and care. Your ability to actively listen, adapt quickly, and build rapport will directly contribute to identifying qualified leads and supporting a seamless onboarding journey. If you are proactive, organized, and genuinely enjoy helping others, you will find this role both rewarding and impactful.

Schedule:

Monday to Friday from 8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Your Responsibilities Will Include but Are Not Limited To:

• Handling approximately 5 calls per hour while delivering high-quality client interactions.
• Assisting with administrative tasks and supporting the front-of-house team as needed.
• Reviewing and assessing online submissions from platforms such as Justia or Intaker to determine case viability.
• Conducting initial screenings of prospective clients to identify case types and determine eligibility.
• Gathering necessary information for initial consultations and creating client records in HubSpot.
• Performing email outreach to prospective clients who submit inquiries through the website.
• Sending declination emails and providing referrals to disqualified prospective clients when appropriate.
• Retrieving and uploading property-related documents using TitlePro247 to prepare for consultations.
• Scheduling consultations using Calendly or internal scheduling systems.
• Maintaining accurate CRM records, including detailed client account creation and updates in HubSpot.
• Responding to general inquiries about the firm and intake process and transferring calls to appropriate team members when needed.
• Answering and managing a high volume of incoming calls while maintaining a professional and friendly tone.
• Collecting and documenting contact information for qualified leads and referring them to the intake team for further evaluation.
• Disqualifying callers whose cases are not handled by the firm while maintaining a positive client experience.
• Supporting consultation preparation for internal stakeholders by ensuring all required documentation is available.

What We’re Looking For:

• Minimum of 1 year of experience in a client-facing role, such as customer service, receptionist, intake specialist, or sales.
• Strong verbal communication skills and professional phone presence.
• Active listening and conversation management skills.
• Ability to build rapport quickly while maintaining professionalism.
• Strong problem-solving and critical-thinking abilities.
• High level of empathy and patience when assisting clients.
• Ability to manage a high volume of calls efficiently.
• Strong organizational and time-management skills.
• Detail-oriented with accurate data-entry skills.
• Ability to multitask and prioritize effectively.
• Proactive and adaptable in a dynamic work environment.
• 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.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.

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.