Remote Client Engagement & Intake Specialist

Moskowitz LLP; United States; Remote; USD 38,000 - 54,000; Full time

Job summary

Moskowitz LLP, a leading tax law firm, seeks an experienced receptionist for a fully remote role. You will handle high volumes of inbound calls, pre-screen potential clients, and calendar appointments for the Client Engagement team.

Strong customer service and professional communication are essential. Ideal candidates have law-firm experience, proven remote reception skills, and the ability to triage calls, perform intake, and route messages efficiently while maintaining confidentiality and

Qualifications

• 5+ years receptionist experience in a law or professional services firm.
• 3+ years customer service in a professional setting.
• 2+ years performing receptionist duties remotely.

Responsibilities

• Greet callers and provide the highest level of customer service.
• Handle new client intake and pre-screening questions; calendar appointments.
• Perform warm transfers when routing calls; direct to appropriate team member.
• Review and route voicemails to the firm's main line after hours or during high volume.

Skills

Receptionist experience

Customer service

Phone screening

Client intake

Calendaring

Remote work

Education

5+ years receptionist experience in a law firm

3+ years customer service in professional setting

2+ years remote receptionist duties

Tools

Zoom

Microsoft Outlook

Job description

Moskowitz LLP, a leading tax law firm, seeks an experienced receptionist for a fully remote role. You will handle high volumes of inbound calls, pre-screen potential clients, and calendar appointments for the Client Engagement team.

Strong customer service and professional communication are essential. Ideal candidates have law-firm experience, proven remote reception skills, and the ability to triage calls, perform intake, and route messages efficiently while maintaining confidentiality and