Intake & Consultation Specialist

Job Duck

Colombia

Presencial

COP 47.128.378 - 49.997.062

Jornada completa

14 días+

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Ventajas ofrecidas por este puesto de trabajo

Paid time off
Referral bonuses
Parental leave
Professional development opportunities

Descripción de la vacante

A remote job placement company is seeking an Intake & Consultation Specialist to be the first point of contact for potential clients. This role involves conducting intake interviews, scheduling consultations, and supporting administrative tasks. The ideal candidate will possess strong communication skills and experience in customer service. Monthly compensation ranges from $1150 to $1220, along with paid time off and bonuses. Ready to dive in? Apply now!

Formación

  • Previous experience in intake or client-facing roles preferred.
  • Ability to build rapport quickly with callers.
  • Reliable computer setup and stable internet required.

Responsabilidades

  • Support administrative tasks related to client onboarding.
  • Schedule consultations and keep accurate records.
  • Conduct detailed intake interviews with potential clients.

Conocimientos

Customer service experience
Strong communication skills
Excellent listening skills
Multitasking ability

Herramientas

CRM systems

Descripción del empleo

JOB DUCK IS HIRING AN INTAKE & CONSULTATION 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

We are looking for a professional, compassionate, and highly organized Intake Specialist to serve as the first point of contact for potential clients. This role is crucial in creating a positive first impression, gathering essential case information, and ensuring callers are properly vetted and scheduled with the appropriate team members.

Schedule

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

Your Responsibilities Will Include but Are Not Limited To:
  • Supporting administrative tasks related to client onboarding
  • Communicating with attorneys or team members when a caller requires immediate follow‑up
  • Scheduling consultations and ensuring all necessary information is prepared before meetings
  • Vetting callers to determine eligibility, case fit, and next steps based on established criteria
  • Answering and managing incoming phone calls while providing a welcoming and professional experience
  • Maintaining accurate documentation and updating internal systems with intake notes and call details
  • Conducting detailed intake interviews to collect essential information from potential clients
What We’re Looking For:
  • Previous experience in intake, customer service, or client‑facing roles preferred.
  • Strong communication skills with the ability to build rapport quickly.
  • Excellent listening, note‑taking, and information‑gathering skills.
  • Ability to multitask in a fast‑paced environment while maintaining accuracy.
  • Familiarity with CRM or case management systems is a plus.
  • 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.
  • Referral and annual bonuses.
  • 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.

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