Client Intake Specialist
Core
Handle inbound and outbound calls to verify client information, explain intake processes, schedule consultations, and guide individuals through enrollment for professional assistance.
Role type
Client Intake Specialist (Customer Service) (via careerplan.io/jobs/BA-006-D9-372-17-60E-client-intake-specialist-at-resolvglobal)
Builds
Client enrollment and appointment scheduling
Domain
Professional services intake
Deliverable
client delivery
Required skills
inbound and outbound call handling, client information verification, process explanation, appointment scheduling, CRM documentation, de-escalation, compliance adherence, document retrieval assistance, multi-application navigation, fast typing (35 wpm)
Preferred skills
call center experience, legal services background, financial services background, case management experience, high-volume support experience
Technologies
CRM systems, multiple applications