Intake Specialist

Stafi

Full Time
☎️ Atención al Cliente
Administrative
English
Appointments
Schedules
Customer Service
Remoto 🌎
Dec 13
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☎️ Atención al Cliente
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Responsibilities:

Act as the first contact with leads by phone or email, being friendly and helpful

Collect important details from people who need assistance

Listen carefully and empathetically to understand what people need and figure out how the firm can help

Fill out legal forms if necessary

Guide people to the right places within the firm or elsewhere for help

Keep Records of customer interactions

Follow up with people to make sure they get help or see if they need more support

Assist with everyday tasks like booking appointments, managing schedules, and handling paperwork

Requirements

Bachelors degree.

3+ years of experience in customer service, appointment setting or interpretation roles at contact centers

Experience managing information flow in a timely and accurate manner

Ability to manage calendars and set up meetings

Previous experience in sales or customer service roles is preferred

Legal background is advantageous

Outstanding organizational and time management skills

Excellent verbal and written communication skills in English, and Spanish or Portuguese

Discretion and confidentiality in handling sensitive information

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