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 during stressful situations.
Role type
Client Intake Specialist (Customer Service)
Builds
Client enrollment and appointment scheduling (via careerplan.io/jobs/BA-006-D9-372-D5-609-client-intake-specialist-at-resolvglobal)
Domain
Professional services intake / Customer support
Deliverable
client delivery
Required skills
Phone-based customer service, inbound/outbound call handling, client verification, process explanation, appointment scheduling, empathy, de-escalation, CRM documentation, compliance adherence, typing (35+ wpm), multitasking
Preferred skills
Legal services experience, financial services experience, case management, high-volume support
Technologies
CRM systems, multiple applications