Client Intake Specialist
About The Position
Make the first conversation count. We are hiring Client Intake Specialists to join a growing remote team supporting individuals who are seeking professional assistance during serious and often stressful situations. This high-touch, phone-based customer service role lets you listen, communicate clearly, show empathy, and guide people through the next steps, making a real difference. You will be one of the first people clients speak with, so we're looking for someone who can build trust quickly, remain calm under pressure, and handle emotionally charged conversations with professionalism and compassion.
Requirements
- At least 1 year of customer service experience in a phone-based or client-facing position
- Experience handling both inbound and outbound calls
- Excellent verbal and written communication skills
- Strong listening and problem-solving abilities
- Demonstrated empathy and emotional intelligence
- Ability to handle emotionally charged conversations professionally
- Strong attention to detail
- Ability to follow strict compliance guidelines
- Ability to type at least 35 words per minute accurately
- Comfortable working across multiple applications and windows while speaking with clients and documenting information
- Ability to work effectively in a fast-paced environment
- Reliable attendance and availability, particularly during the first 90 days
- A quiet, distraction-free workspace
- Reliable, wired Ethernet internet
- A reliable power backup solution
Nice To Haves
- Experience in call center customer service
- Experience in client intake
- Experience in legal services
- Experience in financial services
- Experience in case management
- Experience in high-volume customer support
- Experience in appointment scheduling
- Experience in customer retention or client follow-up
Responsibilities
- Handle inbound and outbound calls with new and existing clients
- Verify client information accurately
- Explain the intake process, client journey, and expected next steps
- Schedule consultations and appointments
- Follow up with clients who have completed enrollment but have not yet connected with the appropriate team
- Assist clients who have not completed the enrollment process
- Listen to client concerns and objections and respond with empathy
- De-escalate challenging conversations while maintaining professionalism
- Educate clients on the process and next steps without providing professional or legal advice
- Accurately document every interaction in the CRM
- Help clients obtain required documents and records when needed
- Escalate complaints and sensitive situations according to established procedures
- Follow established processes, procedures, and compliance requirements
Benefits
- Company equipment will be provided
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
