Client Experience Representative II

Job Duck

. Handle approximately 5 calls per hour while delivering quality client interactions .

Posted 10/28/2026full-timeRemote • Honduras, El Salvador, Colombia, Chile, Argentina, Peru, MexicoJunior💰 $1,142 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client interaction skills with a focus on effective communication, case assessment, and CRM management. Proficient in handling high call volumes while maintaining professionalism and attention to detail.

Highest-signal resume keywords

Client InteractionHubSpot CRM ExperienceInbound Client Inquiries HandlingCalendly Scheduling ToolsTitlePro247 Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryCase AssessmentClient QualificationDocument ManagementEmail OutreachConsultation SchedulingLead CollectionIntake Platforms ExperienceHigh Call Volume ManagementBilingual Communication

Soft Skills

Verbal CommunicationActive ListeningProblem-SolvingEmpathyOrganizational Skills

Tools & Technologies

HubSpotCalendlyTitlePro247JustiaIntaker

Industry Keywords

Legal Industry ExperienceClient-Facing RoleReceptionist ExperienceIntake Specialist ExperienceCustomer Service Experience

About the role

Key responsibilities & impact

Handle approximately 5 calls per hour while delivering quality client interactions
Assist with administrative tasks and support the front-of-house team as needed
Review and assess online submissions from Justia or Intaker to determine case viability
Conduct initial screening of prospective clients to identify case type and eligibility
Gather information for initial consultations and create client records in HubSpot
Perform email outreach to prospective clients who submit website inquiries
Send declination emails and provide referrals to disqualified prospective clients when appropriate
Retrieve and upload property-related documents using TitlePro247
Schedule consultations using Calendly or internal scheduling systems
Maintain accurate CRM records and update HubSpot client accounts
Respond to general inquiries and transfer calls to appropriate team members
Answer and manage a high volume of incoming calls professionally
Collect and document contact information for qualified leads and refer them to the intake team
Disqualify callers whose cases are not handled by the firm while maintaining a positive experience
Support consultation preparation by ensuring required documentation is available

Requirements

What you’ll need

Excellent written and verbal English communication skills
Prior Intake Specialist or Receptionist experience
Experience handling inbound client inquiries
Experience in qualifying or onboarding clients
Legal industry experience is a plus, but not required
Reliable computer
Stable high-speed internet connection
Quiet and professional work environment
Quality headset for phone communication
Experience with HubSpot CRM
Experience with Calendly or calendar scheduling tools
Experience with TitlePro247
Experience with website intake platforms such as Justia or Intaker
Minimum of 1 year of experience in a client-facing role, such as customer service, receptionist, intake specialist, or sales
Strong verbal communication and phone presence
Active listening and conversation management skills
Ability to build rapport quickly and maintain professionalism
Strong problem-solving and critical thinking abilities
High level of empathy and patience when assisting clients
Ability to manage high call volume efficiently
Strong organizational and time management skills
Detail-oriented with accurate data entry skills
Ability to multitask and prioritize effectively
Proactive and adaptable in a dynamic work environment
English and Spanish language skills
Monday through Friday availability, 8:00 AM to 5:00 PM PST/PDT

Benefits

Comp & perks

Remote job opportunity
Great Place to Work Certification company environment
Recruiter guidance throughout the application process