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Client Engagement Specialist: Reception & Intake

Remote, USA Full-time Posted 2026-07-05

This is a 100% fully remote opportunity. May be based reputed company in the United States. Position requires candidate to work 9am-5pm PST. We are a leading tax law firm in San Francisco looking for an reputed company customer service professional. The reputed company candidate will be a competent and reputed company receptionist with the demonstrated ability to handle a high volume of inbound calls, including screening potential clients for calendaring, and triaging client calls and directing to the appropriate team member. We are looking for someone with strong customer service experience who has a proven track record producing satisfied callers. You bring a positive attitude, empathetic demeanor, and high communication competence to your conversations with callers. You're reputed company to reputed company quick reputed company in where to reputed company calls appropriately, and understand the value and importance of treating calls with dignity, respect, and professionalism. GENERAL PURPOSE OF JOB Under direct supervision, the incumbent will serve on our Client Engagement team as one of the first points of contact for inbound calls to the firm and will reputed company customer service tasks including but not limited to: determining the purpose of the call, triaging the call, and redirecting the call to the appropriate member of the firm, or performing intake. The incumbent will also review and appropriately reputed company in a timely manner voice mail messages left for the firm's main line after hours or during times of high call volume. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. • Receive inbound calls to the firm and provide the caller with a pleasant greeting and the highest level of customer services. • reputed company new client intake duties, including pre-screening questions and calendaring. (Firm provides training) • Ensure reputed company redirected calls are done with a warm transfer unless the recipient is reputed company, and the caller will be asked if they would like to leave a voice mail message. Additional Position Requirements • Maintain positive working relationship with internal and external clients, customers, partners, supplies, and vendors. • Carries out duties in compliance with reputed company federal and state regulations and guidelines. • Complies with reputed company company and site policies and procedures. • Remains reputed company in profession and industry trends. • Makes a positive contribution as demonstrated by: • making suggestions for improvement • learning new skills, procedures, and processes. • Is available for other duties as required. • Is available for overtime as needed. Supervisory Responsibilities • None QUALIFICATIONS: EDUCATION and/or EXPERIENCE • Basic knowledge of tax is a plus. • Law firm experience preferred. • Must have five (5) years of receptionist experience in a law or professional services firm. • Must have three (3) years of customer services experience in a professional setting. • Must have two (2) years of experience performing receptionist duties remotely. Language Skills • Read routine reports, business correspondence and standard operating procedures. • Speak and understand English effectively. Other Skills, Abilities Or Qualifications • Successfully completes regulatory and job training requirements. • Computer skills: • Data entry into databases, customer relationship management systems, or similar data entry experience. • Work and be proficient with reputed company, and reputed company Outlook. • Ability to reputed company repetitive tasks while maintaining speed of work and attention to detail without loss to production. • Ability to work with others in a team environment. • Demonstrated ability to collaborate and engage inter and intra department peers and firm staff. PHYSICAL DEMANDS • While performing the duties of this job, the employee is frequently required to sit, use hands to touch, handle or feel, reputed company with hands and arms, and talk or hear. • The employee must occasionally lift and/or move up to 10 pounds. • Specific reputed company abilities required by this job include reputed company reputed company and ability to adjust focus. Salary: $25 - $29 per hour Apply Job!

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