Serve as a primary point of contact for client calls, emails, and social media inquiries, providing professional Mandarin-English bilingual support to ensure clear and effective communication
Screen inquiries, identify client needs, schedule consultations, and guide prospective clients through the intake process
Build rapport with clients, follow up on inquiries, and support the conversion of leads into retained clients, meeting monthly sales and consultation targets
Manage calendars, inboxes, communications, and deadlines while providing day-to-day operational support to the management team
Maintain accurate and up-to-date client records using CRM systems, including tracking interactions, follow-ups, and intake progress
Liaise professionally with clients, business partners, and third parties while maintaining strong working relationships
Collaborate closely with attorneys and team members to ensure smooth communication, efficient workflows, and a high level of client satisfaction

Minimum of 2 years of experience in client relations, customer service, administrative support, or a related role (required)
Bachelor's degree in communications, business administration, or related field preferred
Fluent in Mandarin and English, both written and verbal (required)
Prior experience with a U.S.-based law firm, preferably specializing in immigration law (highly preferred)
Familiarity with CRM software, virtual communication tools, and scheduling applications
Proficiency in Microsoft Office Suite, email management systems, and virtual collaboration tools
Strong interpersonal skills, attention to detail, and ability to multitask
Reliable internet connection and dedicated home office setup
Familiarity with communicating through social media platforms such as RedNote, WeChat, Facebook, Instagram, WhatsApp, and LinkedIn.

Bilingual Client Intake Specialist

Key skills