V104 - Bilingual Client Relations and Intake Coordinator

Job Duck LLC; United States; Remote; USD 13,000 - 14,000; Full time

Job summary

Job Duck LLC is seeking a compassionate, highly organized Bilingual Client Relations and Intake Coordinator to be the first contact for clients. You will gather information, schedule consultations, and maintain accurate records while liaising with the legal team.

The role is remote, CST-oriented, and requires fluent English and Spanish communication. You will manage intake details, follow up with potential clients, and handle proposals and documents, ensuring empathetic, professional service

Qualifications

• Bilingual English/Spanish required for client interactions and intake.
• Experience in customer service and handling sensitive information preferred.
• Strong organizational and multitasking abilities with attention to detail.

Responsibilities

• Schedule consultations and coordinate meetings with clients.
• Document intake information for attorney review and update CRM records.
• Communicate with clients and legal team to ensure clear case progress.
• Generate documents, proposals, and payment links as needed.
• Maintain accurate records and provide empathetic, professional service.

Skills

Bilingual communication

Customer service

Active listening

Empathy

CRM management

Appointment scheduling

Written communication

Organizational skills

Tools

DocketWise

LawPay

Grasshopper

Calendly

Ruby Receptionist

Google Workspace

Gmail

AI transcription tools

Payment 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

At Job Duck, we are looking for a compassionate and highly organized Bilingual Client Relations and Intake Coordinator who is passionate about helping individuals navigate important moments in their lives. In this role, you will serve as the first point of contact for potential and existing clients, ensuring they receive prompt, professional, and empathetic support. You will play a vital role in gathering critical information, coordinating consultations, maintaining accurate records, and helping clients feel informed throughout the process. The ideal candidate is a strong communicator who thrives in a fast paced environment, values meaningful client relationships, and is committed to delivering exceptional service with empathy and professionalism.

Responsibilities

• Monthly Compensation Range: $1,142 to $1,220 USD
• Schedule consultations, appointments, and meetings
• Follow up with potential clients regarding case eligibility and next steps
• Document and organize intake information for attorney review
• Assist with administrative and operational tasks that support the intake process
• Ensure all records, notes, and communications remain accurate and up to date
• Coordinate communication between clients and the legal team
• Provide exceptional customer service throughout the client journey
• Communicate with existing clients regarding case updates and general inquiries
• Generate and send proposals, agreements, and related documents as needed
• Manage and maintain client information within the CRM
• Track follow ups and maintain consistent communication with leads and clients
• Serve as the primary point of contact for prospective clients during the intake process
• Send payment links and collect consultation fees
• Conduct initial immigration intakes and gather detailed client information
• Answer and manage urgent inbound calls from prospective clients

Requirements

• Schedule: Monday through Friday, 08:30 AM to 05:00 PM CST
• Location: Remote
• Time Zone: Central Standard Time (CST)
• Language Requirement: Fluent English and Spanish required
• Industry: Immigration Law
• Call Volume: Medium call volume expected
• Experience in immigration law is appreciated but not required
• Strong customer service experience is required
• Experience handling sensitive or urgent client situations is highly preferred
• Ability to communicate with empathy and professionalism during high stress situations
• Strong organizational and follow up skills
• Comfortable managing multiple priorities simultaneously
• Ability to work independently while collaborating closely with the legal team
• Experience scheduling appointments and consultations
• Experience managing client records and CRM systems
• Ability to collect and organize detailed client information accurately
• Firm observes federal holidays
• Firm traditionally closes for approximately two weeks during the Christmas season

Software and Tools

• DocketWise
• LawPay
• Grasshopper
• Calendly
• Ruby Receptionist
• Google Workspace
• Gmail
• AI transcription tools
• Payment processing platforms

Required Skills

• Bilingual Communication Skills
• Customer Service Excellence
• Active Listening
• Empathy and Compassion
• Client Relationship Management
• Verbal and Written Communication
• Attention to Detail
• Organization and Time Management
• Case Intake Coordination
• Appointment Scheduling
• CRM Management
• Follow Up and Case Tracking
• Problem Solving
• Professional Judgment
• Confidentiality and Discretion
• Adaptability
• Commitment and Reliability
• Determination and Accountability
• Cultural Sensitivity
• Ability to Remain Calm Under Pressure
• Team Collaboration
• Service Oriented Mindset
• Strong Work Ethic
• Values Driven Professionalism

Work Shift

8:30 AM - 5:30 PM [CST][CDT] (United States of America)

Languages: English, Spanish

Job Duck helps talented individuals work remotely for US-based companies.