Client Services Representative

• Schedule appointments and maintain an organized calendar.
• Conduct basic intake tasks and gather initial client information.
• Follow up with current and potential clients as needed.
• Answer incoming calls and serve as the first point of contact for clients.
• Provide administrative support to ensure smooth daily operations.
• Maintain accurate records in the CRM system.
• Manage communication volume, particularly on high traffic days.
• Coordinate consultation calls.
• Support future sales and social media tasks as responsibilities expand.
• Assist with light marketing activities as delegated.

Client Services Receptionist

• Provide a supportive and professional experience that reflects the firm’s values.
• Assist with administrative tasks related to intake and client communication.
• Maintain accurate records of all communications and case details in Excel.
• Send digital agreements and ensure proper documentation is completed.
• Follow up with current and prospective clients to request additional information.
• Politely redirect or refer individuals whose cases do not meet criteria.
• Evaluate and triage cases to determine eligibility and alignment with practice focus.
• Respond to inquiries received via phone, text, and social media platforms.
• Manage inbound intake calls and conduct initial screening of potential clients.

Client Services Representative jobs in Honduras

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Client Services Receptionist

Bilingual Client Care Specialist