Bilingual Client Intake & Engagement Specialist

Job Duck, LLC; United States; Remote; USD 13.000 - 14.000; Vollzeit

Zusammenfassung

Job Duck, LLC in the United States is seeking a Client Intake and Engagement Assistant to be the first point of contact for prospective clients, guiding them through the intake process with professionalism and empathy.

You will maintain accurate records in the CRM, schedule paid consultations, and support improved intake procedures to enhance client experience. The role suits someone detail-oriented with strong communication skills and bilingual English and Spanish proficiency.

Qualifikationen

• 2-3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred
• Ability to conduct qualification screenings and assess prospective client needs
• Experience scheduling appointments and managing calendars
• Ability to handle sensitive conversations with professionalism and discretion
• Strong written and verbal communication skills
• Excellent organizational and documentation abilities
• Comfortable working with CRM platforms and digital communication tools
• Ability to maintain accurate records and track client interactions
• Experience reviewing call recordings and identifying process improvement opportunities
• Capable of preparing reports, tracking metrics, and contributing to operational improvements

Aufgaben

• Prepare regular sales and performance reports for leadership review.
• Maintain detailed and accurate prospect records within the CRM system.
• Support the development and improvement of lead follow up processes and conversion strategies.
• Schedule paid consultations for qualified prospects and process associated payments accurately.
• Collaborate with team members to improve intake procedures, client experience, and overall operational effectiveness.
• Track lead activity, consultation outcomes, and conversion metrics.
• Review call recordings to identify opportunities for improved communication, efficiency, and conversion performance.
• Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation.
• Document all communications, activities, and updates related to leads and consultations.
• Follow up consistently with qualified leads to encourage consultation scheduling.
• Prepare attorneys with key prospect details to ensure productive and efficient meetings.
• Gather and organize relevant client information prior to consultations.
• Refer unqualified prospects to appropriate referral partners and maintain referral communication records.
• Maintain professional and positive interactions with all prospects while providing an exceptional client experience.
• Conduct initial screenings with prospective clients to determine eligibility and alignment with firm criteria.
• Ensure compliance with internal processes, standards, and confidentiality requirements.

Kenntnisse

Bilingual English and Spanish

Client intake

Lead follow up

Appointment scheduling

CRM management

Data entry accuracy

Report preparation

Communication excellence

Professional phone etiquette

Time management

Tools

CRM platforms

Payments processing

Jobbeschreibung

Job Duck, LLC in the United States is seeking a Client Intake and Engagement Assistant to be the first point of contact for prospective clients, guiding them through the intake process with professionalism and empathy.

You will maintain accurate records in the CRM, schedule paid consultations, and support improved intake procedures to enhance client experience. The role suits someone detail-oriented with strong communication skills and bilingual English and Spanish proficiency.