Client Intake Specialist

PLEASE READ AND MAKE SURE YOU MEET ALL REQUIREMENTS BEFORE YOU APPLY.Key Responsibilities:Client Intake & Follow-UpAnswer inbound calls, texts, and emails from prospective and current clientsConduct initial intake conversations with empathy and professionalismSchedule consultations and follow up with prospects who have not yet bookedProvide clear explanations of next steps and required documentsAdministrative & Case SupportEnter and update client information in internal systemsPrepare contracts and process paymentsTrack follow-ups and ensure no client is left without a responseAssist with document collection and basic file organizationSupport internal teams with administrative tasks as neededClient Care & CommunicationServe as a calm, reassuring point of contact for clientsHandle sensitive situations with patience and discretionMaintain detailed notes and communicate accurately across departmentsRequired Experience & QualificationsMinimum 10 years of experience in one or more of the...