Client Engagement Specialist, Intake/Inbounds
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Job Description
Bilingual Intake Specialist at RKL assisting immigrants with detailed intake and screening processes. Offering compassionate support for families navigating the immigration journey.
Responsibilities:
- Conduct quality, detailed immigration screenings to help identify viable cases
- Build rapport with compassion, active listening, and cultural humility
- Screen accurately for information on family and humanitarian immigration options
- Collect consultation fees and maintain organized consultation scheduling and documentation
- Log intakes for legal assessment, track outcomes, and follow viable vs. non-viable procedures
- Support reception to obtain new leads and help route client calls
Requirements:
- Fully bilingual in Spanish and English (speaking, reading, writing, listening)
- Strong ability to build trust through a warm, compassionate, people-centered approach
- Excellent attention to detail, organization, accuracy, and task tracking
- Ability to work independently, manage time well, and stay focused in a remote environment
- Strong attention to detail and organizational skills
- Windows computer required (not Mac)
- Prior immigration intake experience strongly preferred over legal assistance or case management
- Naturally calm, patient, and emotionally grounded during difficult conversations
- Highly proactive and internally motivated
- Knowledgeable with CRM and software such as Monday.com, Lawmatics, Microsoft, or similar
Benefits:
- Competitive hourly pay in USD
- Performance-based incentives
- Paid training on RKL procedures and systems (you are expected to come ready with required skills)
- Paid U.S. holidays, daily wellness breaks, and other bonuses to support well-being
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