客户接收专员
Client Intake Specialist
这是一个远程职位。
我们的客户正在寻找一名客户接待专员，以支持客户入职、行政协调和数据管理，服务于不断壮大的法律业务。他们公司专注于房地产法律领域，采用现代化、以业务为导向的方法，专注于精准性、响应速度和高效执行。
在该职位中，客户接待专员将帮助为潜在和新客户提供顺畅的体验，同时确保信息在内部系统中准确收集、整理和维护。理想的候选人具备出色的英语口语和书面表达能力，能够主动工作而无需持续指导，并以数据、可衡量的结果和持续流程改进为重点开展工作。
此职位适合一位有条理、积极主动、擅长与客户进行专业沟通，并能在法律、财务和基于微软的平台中自信工作的人员。
职责
· 管理客户接待流程，确保潜在和新客户获得及时、专业的沟通。
- 收集、审查、整理并维护客户信息和文件，贯穿整个接待和入职过程。
- 在 Clio 和其他内部系统中准确录入和更新客户、案件及相关信息。
- 保持数字记录的有序性，并确保信息完整、最新，便于团队访问。
- 通过电子邮件、电话和其他批准的沟通渠道，与潜在客户和现有联系人进行专业沟通。
- 跟进缺失的信息、文件或下一步行动，以推动客户完成接待流程。
- 使用 Microsoft 工具管理文档、沟通、电子表格和行政工作流。
- 在处理相关客户、计费、财务或行政信息时，使用 QuickBooks Online（QBO）。
- 跟踪接待活动、结果和其他相关数据，帮助团队了解绩效并发现改进机会。
- 支持接待流程、工作流和内部流程的实施与优化。
- 识别低效环节、缺失信息或流程缺口，并主动提出解决方案。
- 在处理客户信息、记录和数据时保持高度准确性。
- 处理机密和敏感的法律信息。
查看英文原文
This is a remote position.
Our client is looking for aClient Intake Specialistto support client onboarding, administrative coordination, and data management within a growing legal practice. Their firm operates in the real estate legal sector, supporting sophisticated property transactions with a modern, business-focused approach centered on precision, responsiveness, and efficient execution.
In this role, the Client Intake Specialist will help create a smooth experience for prospective and new clients while ensuring information is accurately collected, organized, and maintained across internal systems. The ideal candidate has excellent spoken and written English, takes initiative without requiring constant direction, and approaches their work with a strong focus on data, measurable results, and continuous process improvement.
This position is well suited for someone who is organized, proactive, comfortable communicating professionally with clients, and confident working across legal, financial, and Microsoft-based platforms.
Responsibilities
· Manage the client intake process and help ensure prospective and new clients receive timely, professional communication.
- Gather, review, organize, and maintain client information and documentation throughout the intake and onboarding process.
- Enter and update client, matter, and related information accurately within Clio and other internal systems.
- Maintain organized digital records and ensure information is complete, current, and easy for the team to access.
- Communicate professionally with prospective clients and existing contacts by email, phone, and other approved communication channels.
- Follow up on outstanding information, documents, or next steps needed to move clients through the intake process.
- Use Microsoft tools to manage documents, communications, spreadsheets, and administrative workflows.
- Work with QuickBooks Online (QBO) when handling relevant client, billing, financial, or administrative information.
- Track intake activity, results, and other relevant data to help the team understand performance and identify opportunities for improvement.
- Support the implementation and refinement of intake procedures, workflows, and internal processes.
- Identify inefficiencies, missing information, or process gaps and proactively recommend solutions.
- Maintain a high degree of accuracy when working with client information, records, and data.
- Handle confidential and sensitive legal information with professionalism and discretion.
- Collaborate with attorneys and other team members to ensure a seamless transition from initial inquiry through client onboarding.
- Take ownership of assigned tasks and follow through proactively to ensure deadlines and client needs are addressed.
Requirements
- High level of spoken and written English proficiency.
- Strong professional communication skills, particularly when interacting with clients.
- Proactive, self-directed approach with a go-getter mentality.
- Strong organizational and time management abilities.
- Data-driven mindset with the ability to use information to measure progress, implementation, and results.
- Excellent attention to detail and accuracy when entering or reviewing information.
- Ability to manage multiple client matters, requests, or administrative priorities simultaneously.
- Comfortable working with confidential and sensitive information.
- Ability to follow established processes while also identifying opportunities to improve them.
- Strong follow-through and ability to independently move tasks forward.
- Comfortable learning and navigating different software platforms and digital workflows.
Qualifications
· Previous experience in client intake, client services, legal administration, administrative support, operations, or a related role.
- Experience working in a law firm or professional services environment is highly valuable.
- Familiarity with client intake and onboarding processes is preferred.
- Experience using Microsoft applications for business communication, documentation, and data management.
- Experience with Clio or another legal practice management system is highly desirable.
- Familiarity with QuickBooks Online is preferred.
- Strong computer literacy and ability to learn new systems quickly.
- Experience tracking KPIs, intake data, operational metrics, or other performance information is an advantage.
Benefits
- Full-time position.
- 100% remote opportunity.
- Opportunity to work with a U.S.-based legal practice.
- Exposure to legal operations, client intake, and real estate-related workflows.
- Opportunity to take ownership of processes and contribute to operational improvements.
Originally posted on Himalayas