Client Intake Specialist – U.S. Tax Law Firm (India)

Client Intake Specialist – U.S. Tax Law Firm (India)

21 Oct
|
Recognized
|
India

21 Oct

Recognized

India

Role

We are looking for a professional, cheerful, organized, and American English-speaking specialist to communicate with clients of a U.S. tax law firm. Main responsibilities include answering phone calls, acknowledging emails, maintaining records, and ensuring client messages are handled promptly.

Responsibilities

- Answer incoming client calls in a professional and friendly manner.
- Collect basic client information and relay messages to the appropriate team member.
- Send timely email acknowledgments and routine responses.
- Maintain and update client records using Microsoft Excel.
- Track calls, emails, and pending items to ensure timely follow-up.
- Coordinate with attorneys and staff when needed.

Requirements

- Bachelor's degree from top 50 collages of india according to NIRF ranking.
- 2+ years of customer service, administration, or similar experience post graduation.
- Excellent spoken and written American English - MUST.
- Clear and confident phone communication.
- Must know how to work in MS Excel.




- Good time management and ability to handle multiple tasks.
- Positive and skilled attitude.
- Reliable and comfortable working independently during U.S. business hours.

Pay: From ₹70,000.00 per month

Benefits:

- Internet reimbursement
- Paid sick time
- Paid time off
- Work from home

Application Question(s):

- Are you proficient in Microsoft Excel, including maintaining records, updating spreadsheets, and tracking pending tasks?
- Are you available to work the firm's required schedule during U.S. business hours of 8:30 a.m. to 5:30 p.m. EST?
- Are you comfortable handling confidential client information and following strict data privacy procedures?

Education:

- Bachelor's (Required)

Experience:

- working with clients: 2 years (Required)

Language:

- Fluent American English (Required)

Work Location: Remote

📌 Client Intake Specialist – U.S. Tax Law Firm (India)
🏢 Recognized
📍 India

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