Job Duck

Support and Client Experience Specialist

Job Duck

full-time

Posted on:

Origin:  • 🇲🇽 Mexico

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Salary

💰 $1,150 - $1,220 per month

Job Level

Mid-LevelSenior

Tech Stack

VoIP

About the role

  • Job Duck is a virtual staffing company that matches candidates to work from home for U.S.-based businesses (often law firms).
  • Summary: First point of contact for prospective clients; uphold client-focused, empathetic intake and onboarding.
  • Answer phones and build relationships with prospective clients
  • Handle intake processes, receive introductions and follow up
  • Schedule consultations and track case data
  • Assist with relationship management and data entry projects
  • Support administrative tasks and develop client relationship systems
  • Conduct initial screenings and gather essential case information
  • Input client details into case management systems and prepare intake summaries for attorney review
  • Follow up promptly with potential clients and maintain communication through onboarding
  • Maintain and update client records in the firm’s case management system

Requirements

  • Honest, efficient, and punctual
  • Tech-savvy with comfort in virtual platforms and CRM tools
  • Active listener with strong empathy and communication skills
  • Patient, fair, and calm demeanor
  • Friendly, focused, and good at connecting with clients
  • Doesn’t take things personally and maintains professionalism
  • Ability to connect with clients in a friendly, respectful, and reassuring manner
  • Strong attention to detail and excellent time management
  • Comfortable with virtual meeting platforms and CRM tools
  • Basic understanding of estate planning terminology is a plus
  • Dedicated to treating clients as individuals, not just cases
  • Experience with CRM: Lawcus
  • Experience with VOIP: Dialpad
  • Languages: English and Spanish
  • Work hours: EST (North Carolina) 8:30 AM to 5:30 PM, Monday to Friday
  • Call scale: 6 to 15 calls per day