V102- Legal Receptionist- Client Relations

Job Duck; United States; Remote; USD 11,000 - 12,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

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

Job description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!

Job Description:

Join Job Duck as a Legal Receptionist - Client Relations, where you will be the welcoming voice and primary point of contact for prospective and existing clients. In this role, you will help create a positive client experience by responding to inquiries, qualifying new opportunities, coordinating appointments, and supporting the onboarding process. Many callers may be dealing with stressful tax-related situations, making your ability to communicate with professionalism, empathy, and confidence essential to their experience. Your work will directly contribute to the growth of the business while ensuring clients receive timely support and follow-through. This opportunity is ideal for a highly organized professional who enjoys building relationships, managing multiple priorities, and delivering exceptional service every day.

Monthly compensation range: 1015 USD to 1100 USD

Responsibilities include, but are not limited to:

• 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

Requirements:

• Schedule: Monday through Friday, 9 AM to 6 PM PST
• Excellent spoken and written English required
• Previous experience in a law firm, accounting firm, tax services environment, customer service role, or client intake position preferred
• Comfortable managing a high volume of inbound and outbound calls
• Experience working with cloud-based phone systems, CRM platforms, and case management software
• 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

Software and Tools:

Dialpad, Microsoft 365, IRS Logics, CRM Systems, Electronic Signature Platforms

Required Skills

• 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

Work Shift:

9:00 AM - 6:00 PM [PST][PDT] (United States of America)

Languages:

English