Remote Client Intake & Scheduling Specialist

Jobgether; United States; On-site; USD 13,000 - 14,000; Full time

Benefits offered by this job

Fully remote

PTO

Bonuses

Parental leave

Professional development

Dedicated recruiter support

Job summary

Jobgether is listing a fully remote, client-facing Virtual Intake and Scheduling Coordinator role based in the United States. You will be among the first points of contact for prospective and existing clients, handling intake, scheduling, CRM records, and documentation with discretion and professionalism.

You will coordinate consultations, manage calendars and payments, maintain accurate records, and collaborate with internal stakeholders to ensure smooth day-to-day operations in a fast-paced,

Qualifications

• At least 1 year in a client-facing role.
• Advanced or native-level English; Spanish proficiency required.
• Experience in a legal client-facing environment preferred.
• Experience with calendars, scheduling workflows, and CRM systems.
• Strong organizational and multitasking abilities.
• Ability to handle sensitive and confidential information with discretion.
• Comfortable working in a structured, remote environment.
• Ability to work 8:30 AM-5:30 PM US Eastern Time.

Responsibilities

• Serve as central point of contact for prospective and existing clients; gather information and create a positive first impression.
• Schedule consultations, manage calendars, and send timely reminders.
• Prepare client documentation, review intake information and supporting documents, and organize relevant materials.
• Open/close CRM records and matters with accuracy.
• Promote and explain consultation services; collect information before meetings.
• Collect consultation fees and maintain accurate payment records.
• Handle confidential client information with discretion and professionalism.
• Communicate clearly with clients throughout intake and scheduling; address questions and concerns.
• Prioritize and coordinate multiple appointments and administrative tasks within deadlines.
• Collaborate with colleagues to support smooth day-to-day operations.

Skills

Client facing

Calendar management

CRM experience

Attention to detail

Multitasking

English proficiency

Spanish proficiency

Professional communications

Tools

CRM platforms

Job description

Jobgether is listing a fully remote, client-facing Virtual Intake and Scheduling Coordinator role based in the United States. You will be among the first points of contact for prospective and existing clients, handling intake, scheduling, CRM records, and documentation with discretion and professionalism.

You will coordinate consultations, manage calendars and payments, maintain accurate records, and collaborate with internal stakeholders to ensure smooth day-to-day operations in a fast-paced,