Bilingual Client Intake Specialist (Spanish & English)

Argentina, Colombia, Guatemala and the Philippines, Pacific Time (PST)ContractMiddle
Salary not disclosed
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Job Details

Languages
Spanish, English
Experience
Minimum of 2 years
Required Skills
Microsoft Office Suite

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
  • Fluent in Spanish and English, both written and verbal
  • Prior experience with a U.S.-based law firm, preferably specializing in immigration law (highly preferred)
  • 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
  • Familiarity with communicating through social media platforms such as RedNote, WeChat, Facebook, Instagram, WhatsApp, and LinkedIn.

Responsibilities

  • Serve as a primary point of contact for client calls, emails, and social media inquiries, providing professional Spanish-English bilingual support.
  • Screen inquiries, identify client needs, schedule consultations, and guide prospective clients through the intake process.
  • Build rapport with clients, follow up on inquiries, and support the conversion of leads into retained clients, meeting monthly sales and consultation targets.
  • Manage calendars, inboxes, communications, and deadlines while providing day-to-day operational support to the management team.
  • Maintain accurate and up-to-date client records using CRM systems, including tracking interactions, follow-ups, and intake progress.
  • Liaise professionally with clients, business partners, and third parties while maintaining strong working relationships.
  • Collaborate closely with attorneys and team members to ensure smooth communication, efficient workflows, and a high level of client satisfaction.
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