V104 - Client Intake Coordinator

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 every year since 2022!

Job Description:

We are seeking a highly organized, customer-focused, and detail-oriented Client Intake & Administrative Coordinator to join our team. This role is ideal for someone who enjoys helping people, thrives in a fast-paced environment, and can efficiently manage multiple responsibilities while providing exceptional client service.

The successful candidate will serve as the first point of contact for clients, helping coordinate communications, schedule appointments, maintain accurate records, and ensure a smooth client experience from initial contact through follow-up.

Monthly compensation: 1,142 to 1,220 USD

Schedule: Monday to Friday 9:00AM - 06:00PM EST/EDT

Responsibilities include, but are not limited to:

• Send appointment reminders and follow-up communications.

• Maintain accurate client data in company systems.

• Conduct initial client intake and gather relevant information.

• Manage calendars and appointment scheduling.

• Schedule and coordinate meetings both in-office and virtually.

• Perform regular client follow-ups and maintain ongoing communication.

• Provide recommendations and process improvement suggestions when appropriate.

• Make outbound calls to clients and prospective clients.

Requirements:

• Experience using Clio or similar case management/CRM software.
• Previous experience in client intake, administration, scheduling, customer service, or call center environments.
• Patient and friendly (The majority of calls will be from Elderly People)
• Legal industry experience is a plus but not required.

Work Shift:

9:00 AM - 6:00 PM [EST][EDT] (United States of America)

Languages:

English

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.

Originally posted on Himalayas