Virtual Client Service Representative

About the role

We are seeking a Philippines‑based Virtual Client Service Representative to be the first point of contact for CMS Law Firm’s estate planning and probate clients. Working remotely, you will handle inbound calls, schedule appointments, send text reminders, and assist with onboarding new clients who are often dealing with sensitive legal matters.

Key responsibilities

• Answer all incoming calls in a warm, professional manner and gather basic intake information.
• Book consultations and follow‑up appointments using the firm’s scheduling system.
• Route calls to the appropriate team member when necessary.
• Send and manage text reminders from a Mac computer to confirm, reschedule, or reduce no‑shows.
• Onboard new clients by sending welcome messages, intake forms, collecting required documents, and entering data into the CRM/case‑management system.
• Monitor and respond to voicemails, basic emails, and other simple client inquiries.
• Perform administrative tasks such as data entry, document organization, and simple follow‑ups.
• Document every interaction clearly and follow checklists to ensure nothing is missed.

Required profile

• Available to work 9:00 am–4:00 pm PST, Monday‑Friday.
• Fluent spoken and written English with clear communication.
• Reliable high‑speed internet, quiet home workspace, and quality headset/webcam.
• Willingness to work exclusively on a Mac computer.
• Previous experience in customer service, call center, receptionist, or intake roles.
• High attention to detail and comfort handling confidential information.
• Experience serving US‑based clients, preferably in a professional services environment.

Required skills

• Mac OS (Mac computer)
• Google Workspace
• VOIP phone system
• CRM / case‑management software
• Text‑messaging tools for reminders

What we offer

• Hourly compensation of $5–$7 USD, paid twice per month.
• Full‑time remote position with a fixed schedule.
• US holidays off.
• Opportunity to work in a supportive legal environment handling sensitive client matters.