V104- Client Services Specialist

Job Duck LLC; México; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A virtual staffing company is seeking a Client Services Specialist to guide potential clients through their first steps. This role requires excellent phone communication, customer service experience, and bilingual fluency in English and Spanish. You will be responsible for answering inbound calls, managing a CRM pipeline, and ensuring timely follow-ups, all while working remotely from Mexico. If you enjoy meaningful interactions and delivering excellent service, apply now.

Formación

• Minimum of 1 year of experience in client intake and/or customer service.
• Full professional proficiency in English and Spanish.
• Comfortable working with VoIP phone systems and scheduling tools.

Responsabilidades

• Answer inbound calls from potential clients and return callers.
• Qualify first-time callers using training materials.
• Manage potential clients in the CRM pipeline and ensure timely follow-up.

Conocimientos

Confident phone communication

Customer service experience

Bilingual fluency in Spanish and English

Professional written and verbal English proficiency

Tech-savvy

Strong organizational and time management skills

Herramientas

Slack

Google Workspace

Microsoft Office

Clio Grow

Dropbox

Vonage

Descripción del empleo

V104- Client Services Specialist page is loaded

V104- Client Services Specialist

Apply locations Remote - Mexico Remote - Honduras Remote - El Salvador Remote - Colombia Remote - Chile posted on Posted Yesterday job requisition id R-102484

Job Duck is hiring a virtual

V104- Client Services Specialist

Job Duck is a virtual staffing company that matches candidates to work from home for a single U.S.-based business, in most cases a law firm.

Job Description:

Summary

If you’re someone who thrives on meaningful conversations and enjoys being the first point of contact for people seeking help, this role is for you. You’ll guide potential clients through their first steps, ensuring they feel heard, supported, and informed. Every day, you’ll make a real impact by connecting individuals with the legal support they need. This position is ideal for someone who’s proactive and passionate about delivering excellent service with empathy and professionalism.

• Monthly Compensation: 1,150 USD to 1,220 USD.

Responsibilities include, but are not limited to:

•Answer inbound calls from potential clients and return callers
•Place outbound calls to follow up with leads and missed messages
•Qualify first-time callers using training materials
•Process inquiries from voicemail, email inbox, and Yelp
•Manage potential clients in the CRM pipeline and ensure timely follow-up Schedule consultations (in-person, phone, or Google Meet)
•Prepare summaries for attorney review and follow up accordingly Process payments and send payment links for paid consultations
•Prepare and present bi-weekly and monthly reports to leadership
•Track and advise on referral accuracy from call answering service
•Upload, organize, and flag received client documents
•Occasionally translate live or written communications (ENG-SPA)
•Draft and prepare client agreements

Key Skills:

• Confident phone communication
• Customer service experience
• Bilingual fluency in Spanish and English
• Professional written and verbal English proficiency
• Tech-savvy
• Strong organizational and time management skills

Traits and Values:

• Friendly and welcoming demeanor
• Patient and calm under pressure
• Adaptable to changing processes and tools
• Proactive and solution-oriented
• Pleasant and courteous in all interactions
• Professional in conduct and communication
• Quick to learn new systems and workflows
• Independent but comfortable asking questions

Requirements:

• Minimum of 1 year of experience in client intake and/or customer service
•Comfortable working with VoIP phone systems, scheduling tools, and digital communication platforms
• Full professional proficiency in English and Spanish
•Your own PC or laptop, headset, and high-speed internet (at least 10 Mbps download speed and 5 Mbps upload speed)
•A quiet, private workspace
• Ability to work independently and collaboratively
• Strong attention to detail and follow-through

Softwares:

• Slack
• Google Workspace
• Microsoft Office
• Clio Grow
• Dropbox
• Vonage

Working Schedule: Monday to Friday, 8:30 AM – 5:30 PM PST.

Timezone: Pacific Standard Time (PST), U.S.

Languages:

English, Spanish

We believe that Every Great Person Deserves a Great Job. This position is home-based, allowing you to work from the comfort of your own home. So, take the first step and apply now!

Our application process involves multiple stages, and submitting your application is just the beginning. Every candidate needs to successfully pass each stage to become part of our team.

Please keep an eye on your email and WhatsApp for the next steps, as we'll assign someone to guide you through the application process. Be sure to check your spam folder as well.

Similar Jobs (6)

V104- Virtual Legal Intake Specialist

locations 7 Locations posted on Posted 10 Days Ago

V104- Legal Intake and CRM Coordinator

locations 7 Locations posted on Posted 15 Days Ago

V104- Legal Intake Journey Guide

locations 7 Locations posted on Posted Yesterday

Documentation:

You will need to submit the following documents as part of your application:

A copy of your resume in .DOC format.

Please make sure that all documents are in English, that they do not contain your contact information (ie. email, phone number, physical location, or social media links), or any discussion of your compensation requirements.

Instructions to Apply:

To successfully complete your application, follow these steps:

As this is an English-speaking role, kindly make sure that all your documents and application forms are filled out in English before submitting them. Thank you!

1. Start by filling in your contact details and click "Next."

2. Provide your educational and work history, then click "Next."

3. Submit the following documents:

Your resume in .DOC format. The resume must be in English.

4. Agree to our terms of service and click "Next."

5. Review your application, and when you're ready, hit "Submit."

Please make sure that all your documents are in English, that they do not contain your contact information (ie. email, phone number, physical location, or social media links), or any discussion of your compensation requirements.

Please send in only one application for the job you're most interested in. If you're a good fit for other roles, our Recruitment Team will contact you directly. Thank you!