Client Experience Representative II (Bilingual, Remote)
Job Duck
Job description
About the role
Job Duck is hiring a bilingual Client Experience Representative II for a full-time, remote position with a US-based employer. You will be the first point of contact for prospective clients, screening inquiries, gathering information and guiding clients through the intake process. The schedule is Monday to Friday, 8:00 AM to 5:00 PM PST/PDT.
Key responsibilities
- Handle about 5 calls per hour and answer general inquiries about the firm and the intake process, transferring calls when needed.
- Screen prospective clients to identify case types and eligibility, and disqualify callers whose cases are not handled by the firm.
- Gather information for initial consultations, create client records and maintain CRM records in HubSpot.
- Review online submissions from platforms such as Justia or Intaker to assess case viability.
- Perform email outreach to website-inquirers and send declination emails and referrals where appropriate.
- Retrieve and upload property documents using TitlePro247 and schedule consultations via Calendly or internal systems.
- Support consultation preparation by making sure required documentation is available.
Required profile
- Bilingual; minimum of 1 year of experience in a client-facing role such as customer service, receptionist, intake specialist or sales.
- Strong verbal communication, active listening and ability to build rapport quickly.
- Detail-oriented with accurate data-entry skills, able to multitask and prioritize.
- Reliable computer setup (laptop/PC, headset, stable internet of at least 10 Mbps download and 5 Mbps upload) and a quiet, distraction-free remote workspace.
Required skills
- HubSpot
- TitlePro247
- Calendly
- English and Spanish
What we offer
- Monthly compensation starting from 1,142 to 1,220 USD.
- Paid time off and parental leave.
- 100% remote, full-time, long-term opportunity with professional development and training.
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Published 2 hours ago
Expires 1 month from now
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