Virtual Intake and Scheduling Coordinator
New
J
JobgetherProfessional Services
Based in the United States, 8:30 AM–5:30 PM US Eastern TimeFull-TimeMiddle
Salary$1,150–$1,220 USD monthly
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Job Details
- Languages
- English, Spanish
- Experience
- At least 1 year
- Required Skills
- Customer serviceData entryCRM
Requirements
- At least 1 year of experience in a client-facing position such as customer service or intake coordination.
- Advanced or native-level English proficiency, both written and spoken.
- Spanish proficiency is required.
- Experience managing calendars, appointments, and scheduling workflows.
- Familiarity with CRM platforms and case management systems.
- Strong organizational and multitasking abilities with attention to detail.
- Ability to handle sensitive and confidential client information professionally.
- Strong interpersonal skills with a patient, empathetic, and service-oriented approach.
- Ability to work the required 8:30 AM–5:30 PM US Eastern Time schedule.
- Previous experience in a legal client-facing environment is preferred.
Responsibilities
- Serve as the central point of contact for prospective and existing clients.
- Schedule consultations, determine appointment types, and manage calendars.
- Prepare fee agreements and organize legal or case documentation.
- Open and close CRM records and ensure client information is accurate.
- Collect consultation fees and maintain payment records.
- Handle confidential client information with discretion and empathy.
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