V104 - bilingual intake and scheduling specialist

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Job Description:

Job Duck is seeking a Bilingual Intake and Scheduling Specialist to provide compassionate, professional support to prospective immigration clients. In this role, you will manage a high volume of inbound and outbound calls, complete intake forms, collect documentation, and help potential clients feel comfortable throughout the initial consultation process. You will also schedule paid consultations, process payments, and maintain accurate client information using Clio. The ideal candidate is friendly, empathetic, personable, and confident communicating with individuals who may be navigating stressful or sensitive circumstances. This is an excellent opportunity for someone who enjoys helping others and thrives in a fast paced, family-oriented legal environment.

• Monthly Compensation Range: $1,142 to $1,220 USD

Responsibilities include, but are not limited to:

• Coordinate with attorneys, paralegals, and staff members regarding prospective client inquiries
• Collect and process consultation payments, including credit card payments
• Support an organized and positive client experience from the initial call through the scheduled consultation
• Provide timely follow up to prospective clients throughout the intake process
• Maintain confidentiality when handling client information, documentation, and payment details
• Distinguish between prospective clients and current clients and route current client matters to the appropriate team member
• Document calls, follow up activities, payments, and consultation details accurately
• Confirm consultation details and provide prospective clients with the necessary scheduling information
• Schedule paid consultations based on attorney availability
• Request required documents from prospective clients
• Organize and maintain intake information and client records in Clio
• Make callers feel comfortable while discussing personal or sensitive circumstances
• Follow up with prospective clients regarding missing or incomplete documentation
• Ask appropriate intake questions to understand each prospective client’s needs
• Explain the initial intake and consultation process clearly
• Complete intake forms accurately and gather relevant information from prospective immigration clients
• Return calls to potential clients who contacted the firm during the day
• Answer a high volume of inbound calls from prospective clients in a friendly, empathetic, and professional manner

Requirements:

• Full time remote position
• Monday through Friday
• Working hours are 8:00 a.m. to 5:00 p.m. CST
• Bilingual fluency in English and Spanish is required
• Previous customer service, intake, call center, or legal support experience is preferred
• Experience working in immigration law is appreciated but not mandatory
• Familiarity with immigration terminology is appreciated but not mandatory
• Experience using Clio is preferred
• Comfortable using a Voice over Internet Protocol phone system
• Comfortable managing a high volume of inbound and outbound calls
• Experience scheduling appointments and consultations
• Experience requesting, collecting, and organizing client documentation
• Comfortable processing credit card payments and handling payment information professionally
• Reliable internet connection and a professional remote workspace are required
• Availability to begin the role within the standard placement timeline

Required Skills:

• Bilingual English and Spanish communication
• Professional verbal and written communication
• Client intake and information gathering
• High volume call management
• Active listening
• Customer service
• Client relationship management
• Consultation scheduling
• Payment processing
• Document collection and follow up
• Data entry and record maintenance
• Familiarity with immigration terminology
• Clio case management software
• Voice over Internet Protocol phone systems
• Strong attention to detail
• Excellent organization and time management
• Ability to prioritize multiple client requests
• Friendly and approachable communication style
• Empathy and patience
• Personable and reassuring demeanor
• Ability to make callers feel comfortable
• Professional discretion when handling confidential information
• Adaptability in a fast paced legal environment
• Dependability and consistent follow through
• Family-oriented mindset

Work Shift:

8:00 AM - 5:00 PM [CST][CDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions! Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process. Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.