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Client Engagement Specialist, Intake/Inbounds

Customer Success ManagerCustomer SuccessContractRemoteSeniorTeam 11-50Since 2012H1B No SponsorCompany SiteLinkedIn

Location

Mexico

Posted

86 days ago

Salary

$6 - $7 / hour

Seniority

Senior

SpanishEnglish

Job Description

Client Engagement Specialist, Intake/Inbounds

Rebecca Kitson Law

• Conduct quality, detailed immigration screenings to help identify viable cases • Build rapport with compassion, active listening, and cultural humility • Screen accurately for information on family and humanitarian immigration options • Collect consultation fees and maintain organized consultation scheduling and documentation • Log intakes for legal assessment, track outcomes, and follow viable vs. non-viable procedures • Support reception to obtain new leads and help route client calls

Job Requirements

  • Fully bilingual in Spanish and English (speaking, reading, writing, listening)
  • Strong ability to build trust through a warm, compassionate, people-centered approach
  • Excellent attention to detail, organization, accuracy, and task tracking
  • Ability to work independently, manage time well, and stay focused in a remote environment
  • Strong attention to detail and organizational skills
  • Windows computer required (not Mac)
  • Prior immigration intake experience strongly preferred over legal assistance or case management
  • Naturally calm, patient, and emotionally grounded during difficult conversations
  • Highly proactive and internally motivated
  • Knowledgeable with CRM and software such as Monday.com, Lawmatics, Microsoft, or similar

Benefits

  • Competitive hourly pay in USD
  • Performance-based incentives
  • Paid training on RKL procedures and systems (you are expected to come ready with required skills)
  • Paid U.S. holidays, daily wellness breaks, and other bonuses to support well-being

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