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:
Join Job Duck as a LegalReceptionist – Client Relations, where you will be the welcoming voice and primary point of contact for prospective and existing clients. In this role, you will help create a positive client experience by responding to inquiries, qualifying new opportunities, coordinating appointments, and supporting the onboarding process. Many callers may be dealing with stressful tax-related situations, making your ability to communicate with professionalism, empathy, and confidence essential to their experience. Your work will directly contribute to the growth of the business while ensuring clients receive timely support and follow-through. This opportunity is ideal for a highly organized professional who enjoys building relationships, managing multiple priorities, and delivering exceptional service every day.
Monthly compensation range: 1015 USD to 1100 USD
Responsibilities include, but are not limited to:
Collaborate with team members to ensure a seamless client experience from initial contact through onboarding and ongoing support
Maintain accurate records and documentation across client accounts and internal systems
Maintain a professional, empathetic, and solution-focused approach during client interactions
Track communications and ensure timely follow-through on all client inquiries
Provide ongoing client follow-up regarding required documents and next steps
Update and manage client information accurately within the case management system
Create and maintain client records in IRS Logics
Deliver exceptional client service while maintaining confidentiality and accuracy
Schedule appointments and maintain calendar coordination as needed
Support existing virtual assistants with administrative and client service tasks
Coordinate electronic signature requests and completion
Collect client documentation and required signed forms
Return all missed calls and voicemail messages on the same business day
Schedule same-day callbacks when the salesperson is unavailable
Qualify incoming leads and transfer qualified prospects directly to the salesperson
Conduct welcome calls for newly onboarded clients
Serve as the first point of contact for prospective and existing clients
Answer and manage incoming calls through the company's Dialpad phone system
Requirements:
Schedule: Monday through Friday, 9 AM to 6 PM PST
Excellent spoken and written English required
Previous experience in a law firm, accounting firm, tax services environment, customer service role, or client intake position preferred
Comfortable managing a high volume of inbound and outbound calls
Experience working with cloud-based phone systems, CRM platforms, and case management software
Strong organizational, multitasking, and time management abilities
Ability to maintain accurate records and documentation
Commitment to same-day follow-up and client communication
Ability to work independently while collaborating effectively with a remote team
Software and Tools: Dialpad, Microsoft 365, IRS Logics, CRM Systems, Electronic Signature Platforms
Required Skills
Client Relations
Reception and Front Office Support
Client Intake
Lead Qualification
Customer Service Excellence
Appointment Scheduling
Client Onboarding
CRM Management
Case Management System Proficiency
Microsoft 365 Proficiency
Professional Phone Etiquette
Data Entry Accuracy
Document Collection and Processing
Follow-up Management
Organization and Prioritization
Time Management
Attention to Detail
Verbal Communication Skills
Written Communication Skills
Active Listening
Professionalism
Reliability and Accountability
Adaptability
Team Collaboration
Problem Solving
Warm and Confident Communication Style
Empathy and Relationship Building
Work Shift:
Languages:
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