Client Intake Specialist
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Job Description
Client Intake Specialist supporting client inquiries, consultations, and CRM records for a U.S. immigration law firm. Remote, full-time contractor role based in South Africa.
Responsibilities:
- Serve as the primary point of contact for client calls, emails, and social media inquiries
- Screen inquiries, identify client needs, schedule consultations, and guide prospective clients through intake
- Build rapport, follow up on inquiries, and support conversion of leads into retained clients
- Meet monthly sales and consultation targets
- Manage calendars, inboxes, communications, and deadlines
- Provide day-to-day operational support to the management team
- Maintain accurate client records in CRM systems, including interactions, follow-ups, and intake progress
- Apply knowledge of U.S. legal processes and terminology when communicating with clients and coordinating consultations
- Identify and escalate inquiries requiring attorney review or legal guidance
- Potentially complete a short video assessment simulating a role-specific scenario
Requirements:
- Minimum of 2 years of experience in client relations, customer service, administrative support, or a related role
- Bachelor's degree in communications, business administration, or related field preferred
- Prior professional experience working with U.S. law, a U.S.-based law firm, or U.S. legal matters
- Experience in U.S. immigration law or another area of U.S. law strongly preferred
- Working knowledge of U.S. legal terminology, legal processes, and client intake procedures
- Familiarity with CRM software, virtual communication tools, and scheduling applications
- Proficiency in Microsoft Office Suite, email management systems, and virtual collaboration tools
- Strong interpersonal skills, attention to detail, and ability to multitask
- Reliable internet connection and dedicated home office setup
- Strong written and verbal English communication skills
- Professional and confident communication skills when interacting with clients regarding legal services
- Ability to understand, organize, and accurately document client information while maintaining confidentiality
- Familiarity with Facebook, Instagram, WhatsApp, and LinkedIn
- Ability to work standard hours of 8:00 AM to 5:00 PM Pacific Time, or an alternative shift arrangement
Benefits:
- Comprehensive training
- Ongoing opportunities for professional development and career advancement
- Collaborative and empowering culture within a global team
- Fully remote position based in Asia
- Flexible scheduling to support productivity and work-life balance
- Work from the comfort of your home with no commute
- Holiday pay for all U.S. federal holidays observed by the firm
- Performance-based bonuses
- Periodic remuneration reviews
- Supportive, growth-oriented, collaborative, and professional culture
- Flexible shift arrangements may be considered
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