V104- Client Services Support

A client services support role for a legal support organization, focusing on client intake, communication, and coordination, with a focus on bilingual English and Spanish speakers.

Location: Remote (US)

Salary: from $1,150 USD to $1,220 USD per month

Responsibilities

• Draft and prepare client agreements
• Prepare and present bi-weekly and monthly reports to leadership
• Manage potential clients in the CRM pipeline and ensure timely follow-up, schedule consultations (in-person, phone, or Google Meet)
• Process inquiries from voicemail, email inbox, and Yelp
• Place outbound calls to follow up with leads and missed messages
• Occasionally translate live or written communications (ENG-SPA)
• Upload, organize, and flag received client documents
• Track and advise on referral accuracy from call answering service
• Prepare summaries for attorney review and follow up accordingly, process payments and send payment links for paid consultations
• Qualify first-time callers using training materials
• Answer inbound calls from potential clients and return callers

Requirements

• Minimum of 1 year of experience in client intake or customer service
• Full professional proficiency in English and Spanish
• Strong written and verbal communication skills
• Comfortable handling inbound and outbound calls daily
• Ability to manage multiple inquiries and maintain accurate records
• Strong attention to detail and follow-through
• Ability to work independently while collaborating with a team when needed
• Reliable high-speed internet with at least 10 Mbps download and 5 Mbps upload
• Quiet and dedicated workspace
• Personal computer or laptop and headset

Additional Information

• Schedule: Monday to Friday, 8:30 AM to 5:30 PM PST
• Timezone: Pacific Standard Time PST
• Work Shift: 8:30 AM - 5:30 PM [PST][PDT] (United States of America)