V104- Client Intake and Engagement Assistant

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

Job summary

Job Duck LLC is seeking a Client Intake and Engagement Assistant to serve as the first contact for prospective clients in a remote US-based role. You will guide candidates through the intake process with professionalism, empathy, and confidence, ensuring accurate information and a strong client experience.

The position emphasizes qualifying leads, maintaining records in the CRM, scheduling consultations, and coordinating payments in a fast-paced environment.

Qualifications

• 2–3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred
• Ability to conduct qualification screenings and assess prospective client needs
• Experience scheduling appointments and managing calendars
• Strong written and verbal communication skills
• Comfortable working with CRM platforms and digital communication tools

Responsibilities

• Prepare regular sales and performance reports for leadership review.
• Maintain detailed and accurate prospect records within the CRM system.
• Support the development and improvement of lead follow up processes and conversion strategies.
• Schedule paid consultations for qualified prospects and process associated payments accurately.
• Collaborate with team members to improve intake procedures, client experience, and overall operational effectiveness.
• Track lead activity, consultation outcomes, and conversion metrics.
• Review call recordings to identify opportunities for improved communication, efficiency, and conversion performance.
• Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation.
• Document all communications, activities, and updates related to leads and consultations.
• Follow up consistently with qualified leads to encourage consultation scheduling.
• Prepare attorneys with key prospect details to ensure productive and efficient meetings.
• Gather and organize relevant client information prior to consultations.
• Refer unqualified prospects to appropriate referral partners and maintain referral communication records.
• Maintain professional and positive interactions with all prospects while providing an exceptional client experience.
• Conduct initial screenings with prospective clients to determine eligibility and alignment with firm criteria.
• Ensure compliance with internal processes, standards, and confidentiality requirements.

Skills

Bilingual English and Spanish

Client intake and qualification

Lead follow up

Appointment scheduling

CRM management

Data entry accuracy

Tools

CRM platforms

Payment processing systems

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!

Client Intake and Engagement Assistant

Join Job Duck as a Client Intake and Engagement Assistant and play a critical role in helping potential clients take the first step toward resolving their legal matters. In this position, you will serve as the first point of contact for prospective clients, guiding them through the intake process with professionalism, empathy, and confidence. Your ability to assess needs, maintain accurate records, and follow up consistently will directly contribute to the firm's growth and client experience. This role is ideal for a detail-oriented, adaptable professional who enjoys communicating with people, building trust, and ensuring every qualified lead receives exceptional support. If you thrive in a fast-paced environment, learn quickly, and take pride in creating organized, efficient processes, this opportunity may be the perfect fit.

Monthly compensation range: 1,142 USD to 1,220 USD

Responsibilities

• Prepare regular sales and performance reports for leadership review.
• Maintain detailed and accurate prospect records within the CRM system.
• Support the development and improvement of lead follow up processes and conversion strategies.
• Schedule paid consultations for qualified prospects and process associated payments accurately.
• Collaborate with team members to improve intake procedures, client experience, and overall operational effectiveness.
• Track lead activity, consultation outcomes, and conversion metrics.
• Review call recordings to identify opportunities for improved communication, efficiency, and conversion performance.
• Manage challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation.
• Document all communications, activities, and updates related to leads and consultations.
• Follow up consistently with qualified leads to encourage consultation scheduling.
• Prepare attorneys with key prospect details to ensure productive and efficient meetings.
• Gather and organize relevant client information prior to consultations.
• Refer unqualified prospects to appropriate referral partners and maintain referral communication records.
• Maintain professional and positive interactions with all prospects while providing an exceptional client experience.
• Conduct initial screenings with prospective clients to determine eligibility and alignment with firm criteria.
• Ensure compliance with internal processes, standards, and confidentiality requirements.

Requirements

• Schedule: Monday through Friday, 8 AM to 5 PM PST
• Expected call volume: 16 to 30 calls per day
• 2- 3 years of experience in client intake, lead management, customer service, sales support, or a related field preferred
• Ability to conduct qualification screenings and assess prospective client needs
• Experience scheduling appointments and managing calendars
• Ability to handle sensitive conversations with professionalism and discretion
• Strong written and verbal communication skills
• Excellent organizational and documentation abilities
• Comfortable working with CRM platforms and digital communication tools
• Ability to maintain accurate records and track client interactions
• Experience reviewing call recordings and identifying process improvement opportunities preferred
• Capable of preparing reports, tracking metrics, and contributing to operational improvements

Required Skills

• Bilingual English and Spanish communication
• Client intake and qualification
• Lead follow up and nurturing
• Appointment scheduling
• Payment processing
• Customer service excellence
• Relationship management
• CRM management
• Sales support
• Data entry accuracy
• Report preparation
• Metrics tracking and analysis
• Active listening
• Professional phone etiquette
• Problem solving
• Time management
• Organization and prioritization
• Attention to detail
• Adaptability
• Quick learning ability
• Professional judgment
• Boundary setting and conflict management
• Confidentiality and discretion
• Process improvement mindset

Work Shift

• 8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Languages

• English, Spanish