Remote Client Intake Specialist

Job Description

REQUIREMENTS

• Love speaking with new people and building quick rapport
• Are motivated by goals, numbers, and performance metrics
• Stay positive and resilient in high-call environments
• Take ownership of your results
• Balance empathy with efficiency
• Work well independently in a remote setting
• Experience in sales, intake, call centers, retention, or high-volume client service is highly valued — but drive, coachability, and work ethic are essential.

RESPONSIBILTIES

• Be the first voice of the firm — connect with potential clients through phone, email, and online inquiries with professionalism, empathy, and confidence.
• Turn conversations into opportunities to help by gathering key information and creating a lead record for every potential client who reaches out.
• Guide people through the next step by clearly explaining the intake process and scheduling their initial consultation.
• Keep momentum moving by following up with potential clients and making sure no one falls through the cracks.
• Be a problem solver for clients by helping them complete simple electronic forms and troubleshooting when needed.
• Keep the team informed and aligned by entering clear, detailed notes of every client interaction in our CRM system.
• Stay on top of the details by tracking client information and documents using internal tools that keep cases moving forward.
• Own the scheduling experience by coordinating intake appointments and handling reschedules or cancellations smoothly.
• Partner with leadership and teammates when a case needs additional review or direction.
• Contribute to a high-performing team by tracking productivity and helping the department hit daily goals.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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