JOB DUCK IS HIRING A CLIENT INTAKE AND ENGAGEMENT ASSISTANT

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years in a row!

Role Overview:Join Job Duck as a Client Intake and Engagement Assistant and play a critical role in helping potential clients take the first step toward resolving their legal matters. In this position, you will serve as the first point of contact for prospective clients, guiding them through the intake process with professionalism, empathy, and confidence. Your ability to assess needs, maintain accurate records, and follow up consistently will directly contribute to the firm's growth and client experience. This role is adecuado for a detail-oriented, adaptable professional who enjoys communicating with people, building trust, and ensuring every qualified lead receives exceptional support. If you thrive in a fast-paced environment, learn quickly, and take pride in creating organized, efficient processes, this opportunity may be the perfect fit.

Schedule:

Monday to Friday 8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Your Responsibilities Will Include but Are Not Limited To:

- Preparing regular sales and performance reports for leadership review.
- Maintaining detailed and accurate prospect records within the CRM system.
- Supporting the development and improvement of lead follow-up processes and conversion strategies.




- Scheduling paid consultations for qualified prospects and processing associated payments accurately.
- Collaborating with team members to improve intake procedures, client experience, and overall operational effectiveness.
- Tracking lead activity, consultation outcomes, and conversion metrics.
- Reviewing call recordings to identify opportunities for improved communication, efficiency, and conversion performance.
- Managing challenging client conversations professionally while protecting attorney availability and preserving the firm's reputation.
- Documenting all communications, activities, and updates related to leads and consultations.
- Following up consistently with qualified leads to encourage consultation scheduling.
- Preparing attorneys with key prospect details to support productive and efficient meetings.
- Gathering and organizing relevant client information prior to consultations.
- Referring unqualified prospects to appropriate referral partners and maintaining referral communication records.
- Maintaining professional and positive interactions with all prospects while providing an exceptional client experience.
- Conducting initial screenings with prospective clients to determine eligibility and alignment with firm criteria.
- Ensuring compliance with internal processes, standards, and confidentiality requirements.

What We're Looking For:

- 2–3 years of experience in client intake,



lead management, customer service, sales support, or a related field preferred.
- Ability to conduct qualification screenings and assess prospective client needs.
- Experience scheduling appointments and managing calendars.
- Ability to handle sensitive conversations with professionalism and discretion.
- Strong written and verbal communication skills.
- Excellent organizational and documentation abilities.
- Comfortable use of CRM platforms and digital communication tools.
- Ability to maintain accurate records and track client interactions.
- Experience reviewing call recordings and identifying process improvement opportunities preferred.
- Ability to prepare reports, track metrics, and contribute to operational improvements.
- Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
- Quiet, distraction-free remote work environment

What's In It For You?

- Monthly compensation starting from 1142 USD to 1220 USD
- Paid time off.
- 100% Remote, Full-Time, Long-Term Career Opportunity.
- Parental leave.
- Opportunities for professional development and training
- Dedicated support from our team.
- A chance to work with clients who share our values. .

Ready to dive in? Apply now and make sure to follow all the instructions!

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process. We have multiple positions available, but we kindly ask that you apply for one at a time for your specific country.

Job Type: Full-time

Pay: $17,386.00 - $18,918.00 per month

Work Location: Remote

📌 Client Intake and Engagement Assistant (México)
🏢 Job Duck
📍 México