Job Description
This is a remote position.
Customer Service
Join a growing legal services team and play a key role in creating a smooth, professional first experience for new clients. In this role, you’ll support new client onboarding, organize important documents, manage inbound communication, and help ensure every client file is routed clearly and professionally to the right department.
What You'll Do:
Complete intake for newly enrolled clients by creating CRM profiles, collecting agreements and required documents, uploading files, and scheduling welcome calls.
Conduct welcome calls using a provided script to explain the service, set expectations, gather client background, request documents, and take clear notes for the negotiators and legal team.
Monitor the company inbox, review incoming lender emails, legal threats, lawsuit documents, and client updates, and route each item to the correct department.
Create tasks and notify the appropriate team when follow-up is needed, including legal, negotiator, lawsuit-related, or client service items.
Answer inbound calls from clients, prospects, lenders, and other parties, message the internal team when needed, schedule callbacks, and route information properly.
Use AI tools to clean up notes, summarize calls, and draft clear client communication.
Support both intake and general customer service functions as needed.
Who You'll Work With:
Be an integral part of a growing legal services team, supporting intake, customer service, negotiators, and legal team members. You’ll help create an organized and supportive client experience while keeping communication and file details moving smoothly between departments.
Who We're Looking For:
Highly Organized:
Able to manage client files, follow-ups, documents, CRM tasks, inbox items, and call notes without letting details fall through the cracks.
Detail-Oriented:
Capable of capturing meaningful client background details, including financial hardship, business context, debt situation, lawsuits, and lender activity, and entering it accurately in the CRM.
Strong Phone Presence:
Comfortable speaking with clients live, following a script naturally, and making clients feel supported during stressful situations.
Thick-Skinned:
Able to stay calm and professional when clients are frustrated, stressed, or difficult.
Tech-Savvy:
Comfortable learning a simple custom CRM and leveraging ChatGPT or similar tools for summaries and polished notes.
Warm but Sharp Personality:
Empathetic on the phone while still being alert, practical, and able to redirect clients appropriately.
Location:
Must be located in Colombia.
Experience:
General work experience is required.
Why Join Us?
Impact:
Play a key role in creating a smooth first impression for new clients and helping important legal service workflows stay organized and on track.
Culture:
Join a supportive team that values clear communication, professionalism, and care for clients during stressful situations.
Benefits:
Enjoy preset salary growth and weekly salary payments.
100% work-from-home flexibility.
Work Details:
Schedule:
Mon - Fri 9:00 AM - 6:00 PM EST
Employment Type:
Full-time
How to Apply:
Click "I'm Interested" to start your application. Come and make a difference in a growing legal services company
We are an equal opportunity employer and value diversity at our company.