Client Services Representative

• Qualify first-time callers using established training materials and intake procedures
• Answer inbound calls from potential clients and return missed calls and voicemails
• Place outbound calls to prospective clients and follow up on inquiries
• Monitor referrals from call answering services and identify incorrect jurisdictions or referrals
• Manage and maintain potential clients within the CRM pipeline to ensure prompt follow-up
• Upload, organize, and manage client documentation
• Process consultation payments and distribute payment links when required
• Schedule consultations for in-person meetings, phone calls, and Google Meet appointments
• Prepare client summaries and case information for attorney review
• Prepare and present bi-weekly and monthly reports to leadership
• Translate written and verbal communications between English and Spanish when needed
• Draft and prepare client agreements
• Ensure no prospective client inquiry is left unattended and maintain timely communication throughout the intake process
• Process inquiries received through phone calls, voicemail, email, and online platforms
• Serve as the primary point of contact for prospective clients throughout the intake process

Client Services Representative jobs in Honduras

Virtual Client Services Support