Client Intake Specialist

Floowi connects top LATAM professionals with leading U.S. companies through remote talent solutions. Our mission is to make LATAM the world's premier hub for growth and excellence.

🌟 About our Client:

Our client is a U.S.-based law firm licensed in multiple states, offering legal services across personal injury, trusts and estates, business law, real estate, employment law, and civil litigation. The firm serves individual and business clients through a client-centered, results-driven model and maintains an active digital presence across multiple channels to educate and engage prospective clients.

✍ Short Description:

We are looking for a friendly, professional, and tech-savvy Client Intake Coordinator to serve as the first point of contact for prospective clients. In this role, you will answer incoming calls, conduct structured intake conversations following established guidelines, gather and document client information accurately in company systems, and help determine whether prospective clients are a fit for the firm's services. This is a people-first, process-driven role that requires excellent spoken English, a warm and professional phone presence, and comfort learning new tools and technologies.

🌎 Location: 100% Remote (LATAM only)
🗣 Language Requirements: Advanced English (C1+) — excellent spoken English required
⏰ Schedule: Full-time, aligned with U.S. business hours
😀 Start Date: ASAP

💰 Compensation & Benefits:

• Competitive salary in USD

• Remote-first flexibility. Work from anywhere.

💼 Responsibilities:

• Answer incoming calls and serve as the first point of contact for prospective and existing clients

• Take messages and route calls to the appropriate team members

• Conduct basic client intake conversations following established guidelines

• Gather and document information accurately in company systems

• Determine whether prospective clients may be a fit for the firm's services based on training and established criteria

• Provide a friendly, professional, and empathetic experience for callers

• Learn and utilize new software, phone systems, and internal tools

• Maintain accurate records and follow up when necessary

💡 Qualifications:

• 1–2 years of experience in receptionist, customer service, intake, or administrative roles

• Excellent spoken English with a clear, professional, and friendly phone presence

• Strong verbal communication and interpersonal skills

• Comfortable learning and adapting to new technologies and internal tools

• Highly organized, detail-oriented, and able to maintain confidentiality

• Ability to follow established processes accurately and consistently

📩 If you meet the experience outlined above, we'd love to hear from you. Please apply — our team is excited about your application and will be in touch as soon as possible.