New Client Intake Specialist

Job Duck

New Client Intake Specialist at Job Duck guiding callers through the intake process and connecting them with legal teams. Must thrive in a fast-paced environment with high call volumes.

Posted 7/16/2026full-timeRemote • 🇭🇳 HondurasJuniorMid-Level💰 $1,142 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong verbal and written communication skills in both English and Spanish, with a focus on providing excellent customer service and maintaining organized client records. Capable of effectively managing intake processes, multitasking, and adapting to a fast-paced environment.

Highest-signal resume keywords

Bilingual CommunicationCustomer Service SkillsAttention to DetailOrganizational SkillsProblem Solving Abilities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Intake ProceduresCRM System ManagementClient Record ManagementConflict ChecksScheduling Consultations

Soft Skills

Active ListeningRelationship BuildingCompassionate ApproachProfessional Phone EtiquetteAdaptability

Tools & Technologies

MyCase CRM

Industry Keywords

Intake ProcessCustomer ServiceClient ExperienceConsultation SchedulingService Fees

About the role

Key responsibilities & impact

Follow intake procedures and scripts to ensure consistency.
Assist with translation during meetings when needed.
Assist with obtaining signed agreements during intake calls.
Gather relevant information regarding potential cases.
Conduct conflict checks within the CRM system.
Enter client information accurately into MyCase CRM.
Schedule consultations with attorneys and legal staff.
Screen and evaluate callers based on firm guidelines.
Answer inbound calls from prospective client.
Maintain detailed and organized client records.
Explain general information regarding services and fees.
Provide a positive and professional client experience throughout the intake process.

Requirements

What you’ll need

1-2 years of experience working in intake or customer service roles.
Strong verbal and written communication skills in both English and Spanish.
Active listening and relationship building abilities.
Compassionate and client focused approach.
Excellent customer service skills.
Strong attention to detail.
Effective problem solving abilities.
Strong organizational and time management skills.
Ability to multitask and prioritize effectively.
Professional phone etiquette.
Ability to remain composed during sensitive conversations.
Adaptability and flexibility in a fast paced environment.
Ability to follow scripts and established processes.

Benefits

Comp & perks

Competitive salary.
Paid Time Off.
Bonuses.
100% remote/home-based position.
Full-time, long-term career opportunities.
Parental Leave.
Professional development and training.
Dedicated team support.
Alignment with our clients' core values.