V104 - Real Estate & Estate Planning Client Services Associate - Remote Eligible

V104 - Real Estate & Estate Planning Client Services Associate

Job Duck is a virtual staffing company that matches candidates to work from home for a single U.S.-based business, in most cases a law firm.

Job Description:

Summary: We are seeking a warm, organized, and tech-savvy Client Services Associate to be the first point of contact for prospective clients. This role is essential for ensuring a smooth onboarding experience and maintaining the firm's commitment to strategic, personalized service. Join a firm dedicated to offering concierge-style client care, supporting clients through real estate, estate planning, taxes, and business support, while working in a professional and innovative environment. Monthly Compensation: $1,150 to $1,220 USD

Responsibilities include, but are not limited to:

• Answering sales calls, following a script to qualify leads and set appointments
• Conducting initial screenings and gathering essential case information with empathy and professionalism
• Scheduling virtual consultations and follow-ups with attorneys and legal staff
• Accurately recording client details and preparing intake summaries for attorney review
• Maintaining and updating client records in the firm's case management system (Airtable)
• Providing remote support during digital onboarding, including document uploads and e-signatures

Key Skills, Traits, and Values:

• Excellent communication skills with a clear accent
• Sales background and ability to qualify leads effectively
• Attention to detail and organized in managing multiple cases
• Strong technical proficiency with remote tools (Zoom, case management software, e-filing)
• Basic understanding of real estate, estate planning, and business law terminology is a plus
• Dedication to delivering a white-glove, concierge-style client experience

Skill Area & Details:

• Communication: Clear, compassionate verbal and written communication
• Organization: Manage multiple cases with sharp attention to detail
• Tech Proficiency: Familiarity with CRM (Airtable), virtual meeting platforms, and e-signature tools
• Legal Awareness: Basic knowledge of real estate, estate planning, and tax terminology (preferred)
• Client Service: Committed to providing empathetic, professional support

Requirements:

• 2–3+ years supporting intake, sales, or client onboarding roles
• Experience in real estate law, estate planning, taxes, or business support
• Familiarity with working with US companies
• Fluent in spoken and written English, with excellent grammar and punctuation
• Experience with e-filing court documents (preferred)
• Proficient in MS Office Suite (Outlook, Word, Excel)
• Self-motivated, detail-oriented, and able to work in a distraction-free environment

Software:

• CRM: Airtable
• VOIP: Openphone

Location & Timezone:

EST – US Working Hours Monday to Friday, 8:30 AM to 5:30 PM

Languages:

English

We believe that Every Great Person Deserves a Great Job. This position is home-based, allowing you to work from the comfort of your own home. So, take the first step and apply now!

Our application process involves multiple stages, and submitting your application is just the beginning. Every candidate needs to successfully pass each stage to become part of our team. Please keep an eye on your email and WhatsApp for the next steps, as we'll assign someone to guide you through the application process. Be sure to check your spam folder as well.