Client Intake & Scheduling Specialist

Job Duck LLC; United States; Remote; USD 12,744 - 13,615; Full time

Job summary

Job Duck LLC is seeking a highly organized Client Intake & Administrative Coordinator to support our team in a fast-paced, client-focused environment. The role balances intake, data management, scheduling, and continuous client communication to ensure quality service.

Responsibilities include reminders, data upkeep, calendar management, and coordinating in-office and virtual meetings, with a focus on patient, elderly clients and service improvements where appropriate.

Qualifications

• Experience with client intake, administration, scheduling, and customer service.
• Familiarity with Clio or similar case management/CRM software.
• Patient and friendly when communicating with elderly clients.

Responsibilities

• Send appointment reminders and follow-up communications.
• Maintain accurate client data in company systems.
• Conduct initial client intake and gather relevant information.
• Manage calendars and appointment scheduling.
• Schedule and coordinate meetings both in-office and virtually.
• Perform regular client follow-ups and maintain ongoing communication.
• Provide recommendations and process improvement suggestions when appropriate.
• Make outbound calls to clients and prospective clients.

Skills

Scheduling

Customer service

Client intake

Data entry

Administrative support

Tools

Clio CRM

Job description

Job Duck LLC is seeking a highly organized Client Intake & Administrative Coordinator to support our team in a fast-paced, client-focused environment. The role balances intake, data management, scheduling, and continuous client communication to ensure quality service.

Responsibilities include reminders, data upkeep, calendar management, and coordinating in-office and virtual meetings, with a focus on patient, elderly clients and service improvements where appropriate.