Client Intake and Engagement Assistant

Job Duck is seeking a Client Intake and Engagement Assistant to serve as the first point of contact for prospective clients, guiding them through the intake process with professionalism and empathy. This role involves conducting initial screenings, maintaining accurate records in the CRM system, and following up with leads to schedule paid consultations. The ideal candidate will support the firm's growth by ensuring a seamless and exceptional client experience while collaborating with team members to improve operational effectiveness.