Remote Legal Client Relations Specialist

Job Duck, LLC; United States; Remote; USD 11.000 - 12.000; Vollzeit

Zusammenfassung

Job Duck, LLC in the United States seeks a Legal Receptionist - Client Relations to be the welcoming voice for prospective and existing clients. You will respond to inquiries, qualify opportunities, coordinate appointments, and support onboarding, contributing to a positive client experience.

This remote role requires organization, empathy, and calm communication under tax-related scenarios. You will manage multiple priorities, maintain records in the case management system, and ensure same-day

Qualifikationen

• Excellent spoken and written English required.
• Experience in a law firm, accounting firm, tax services environment, customer service role, or client intake position preferred.
• Experience working with cloud-based phone systems, CRM platforms, and case management software.
• Comfortable managing a high volume of inbound and outbound calls.
• Strong organizational, multitasking, and time management abilities.
• Ability to maintain accurate records and documentation.
• Commitment to same-day follow-up and client communication.
• Ability to work independently while collaborating effectively with a remote team.

Aufgaben

• Collaborate with team members to ensure a seamless client experience from initial contact through onboarding and ongoing support.
• Maintain accurate records and documentation across client accounts and internal systems.
• Maintain a professional, empathetic, and solution-focused approach during client interactions.
• Track communications and ensure timely follow-through on all client inquiries.
• Provide ongoing client follow-up regarding required documents and next steps.
• Update and manage client information accurately within the case management system.
• Create and maintain client records in IRS Logics.
• Deliver exceptional client service while maintaining confidentiality and accuracy.
• Schedule appointments and maintain calendar coordination as needed.
• Support existing virtual assistants with administrative and client service tasks.
• Coordinate electronic signature requests and completion.
• Collect client documentation and required signed forms.
• Return all missed calls and voicemail messages on the same business day.
• Schedule same-day callbacks when the salesperson is unavailable.
• Qualify incoming leads and transfer qualified prospects directly to the salesperson.
• Conduct welcome calls for newly onboarded clients.
• Serve as the first point of contact for prospective and existing clients.
• Answer and manage incoming calls through the company's Dialpad phone system.

Kenntnisse

Client relations

Reception and front office support

Client intake

Lead qualification

Customer service excellence

Appointment scheduling

Client onboarding

CRM management

Case management system proficiency

Microsoft 365 proficiency

Professional phone etiquette

Data entry accuracy

Document collection and processing

Follow-up management

Organization and prioritization

Time management

Attention to detail

Verbal communication skills

Written communication skills

Active listening

Professionalism

Reliability and accountability

Adaptability

Team collaboration

Problem solving

Warm and confident communication style

Empathy and relationship building

Tools

Dialpad

Microsoft 365

IRS Logics

CRM Systems

Electronic Signature Platforms

Jobbeschreibung

Job Duck, LLC in the United States seeks a Legal Receptionist - Client Relations to be the welcoming voice for prospective and existing clients. You will respond to inquiries, qualify opportunities, coordinate appointments, and support onboarding, contributing to a positive client experience.

This remote role requires organization, empathy, and calm communication under tax-related scenarios. You will manage multiple priorities, maintain records in the case management system, and ensure same-day