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)
Builds
Client enrollment and appointment scheduling
Domain
Professional services intake
Deliverable
client delivery
Required skills
inbound and outbound calling, client verification, process explanation, appointment scheduling, CRM documentation, de-escalation, compliance adherence, document collection assistance
Preferred skills
legal services experience, financial services experience, case management experience, high-volume support experience (via careerplan.io/jobs/BA-006-D9-372-D5-60E-client-intake-specialist-at-resolvglobal)
Technologies
CRM systems, multiple applications
Responsibilities
Handle inbound and outbound calls, verify client information, explain intake process and next steps, schedule consultations, follow up with enrolled clients, assist with enrollment completion, listen to concerns and respond with empathy, de-escalate challenging conversations, document interactions in CRM, help obtain required documents, escalate complaints, follow compliance procedures
Seniority
Entry-level to Junior, hands-on IC