Remote Client Intake Specialist for Legal Practice

Remote Employee BPO Phil Inc; San Fernando; Remote; PHP 279,000 - 446,000; Full time

Benefits offered by this job

HMO for dependents and 2 free depend0?

Rice allowance P1,500

Night differential

Job summary

Remote Employee BPO Phil Inc is seeking an Intake Specialist to serve as the primary contact for incoming client communications for a US-based client. The role blends telephone reception, client intake, appointment scheduling, and general administrative support while maintaining confidentiality.

The ideal candidate will have excellent English communication, a warm demeanor, and strong organizational skills; prior admin experience and ability to handle sensitive information are essential.

Qualifications

• Excellent spoken and written English communication skills.
• Warm, friendly, empathetic, and professional telephone manner.
• Strong active listening skills and the ability to communicate calmly with emotionally distressed callers.
• Previous experience in a professional office or administrative environment, including virtual settings.
• Demonstrated customer service experience.
• Working knowledge of Google Workspace and Microsoft Office applications.
• Strong organizational skills and attention to detail.
• Ability to work independently, manage multiple tasks, and follow instructions.
• Reliable, dependable, and interested in long-term employment.
• Ability to maintain discretion and confidentiality when handling sensitive information.

Responsibilities

• Answer incoming client calls promptly, professionally, and courteously.
• Provide a welcoming, compassionate, and reassuring experience to callers.
• Identify the purpose of each call and direct inquiries to the appropriate department or team member.
• Perform live call transfers when appropriate.
• Accurately record messages and relay information to the appropriate personnel.
• Schedule client appointments and consultations using designated calendars.
• Assist with initial client intake and the collection of basic contact information, as instructed.
• Maintain accurate client records and perform routine data entry.
• Support general administrative tasks, including email correspondence, calendar management, and document organization.
• Follow established confidentiality and data protection procedures when handling sensitive client information.
• Learn and follow the firm's specific workflows and call-handling procedures.

Skills

English proficiency

Empathetic phone manners

Active listening

Administrative support

Google Workspace

Microsoft Office

Data entry

Organizational skills

Independence

Confidentiality

Tools

Google Workspace

Microsoft Office

Job description

Remote Employee BPO Phil Inc is seeking an Intake Specialist to serve as the primary contact for incoming client communications for a US-based client. The role blends telephone reception, client intake, appointment scheduling, and general administrative support while maintaining confidentiality.

The ideal candidate will have excellent English communication, a warm demeanor, and strong organizational skills; prior admin experience and ability to handle sensitive information are essential.