Job Duck is hiring a virtual
V104- Client Intake CoordinatorJob Duck is a virtual staffing company that matches candidates to work from home for a single U.S.-based business, in most cases a law firm.
Job Description:
SummaryWe’re looking for a highly organized and people-oriented Client Intake Coordinator to join our team. In this role, you’ll be the first point of contact for potential clients, manage communications, handle inquiries, update client data, and schedule meetings and consultations. Strong communication and organizational skills are essential to succeed in this fast-paced environment.
• Monthly Compensation: 1000 USD to 1150 USD
Job Description
Responsibilities include, but are not limited to:
•Communications
Answering emails and phone calls
Dealing with client inquiries
Following up with prospects and clients
Drafting email templates
•Data Management
Assessing and pre-qualifying leads
Managing and updating CRM/databases
Filing and organizing documents
Recording matters
Inputting clients' data into systems
•Agenda Management
Scheduling consultations
Setting up client meetings and follow-ups
Key Skills
• Customer-Focused Approach
• Excellent Written and Verbal Communication
• Strong Planning and Organizational Skills
• Excellent Time Management
• Attention to Detail and Accuracy
• Professional Phone Etiquette
• Empathetic and Personable Approach
• Reliable and Trustworthy
• Sociable and Friendly Demeanor
Requirements
• 2-3 years of professional experience as an Intake coordinator
•Proficient in using CRM software
•Experience handling calls
•Skilled in client communication
•Strong proficiency in written and spoken English
•Experience with Rocket Matter or similar software
•Your own PC or laptop, a headset, and a reliable high-speed internet connection (minimum 10 Mbps download / 5 Mbps upload)
•A quiet, private workspace suitable for remote work
Software
• Rocket Matter or a similar CRM.
• VoIP: Zoom Phone
Working Schedule: Monday to Friday, 8:30 AM to 5:30 PM
Timezone: EST (US)
Languages:
English, SpanishWe believe that Every Great Person Deserves a Great Job. This position is home-based, allowing you to work from the comfort of your own home. So, take the first step and apply now!
Our application process involves multiple stages, and submitting your application is just the beginning. Every candidate needs to successfully pass each stage to become part of our team.
Please keep an eye on your email and WhatsApp for the next steps, as we'll assign someone to guide you through the application process. Be sure to check your spam folder as well.
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