Client Intake Specialist

Make the first conversation count. We are hiring Client Intake Specialists to join a growing remote team supporting individuals who are seeking professional assistance during serious and often stressful situations. This high-touch, phone-based customer service role lets you listen, communicate clearly, show empathy, and guide people through the next steps, making a real difference. You will be one of the first people clients speak with, so we're looking for someone who can build trust quickly, remain calm under pressure, and handle emotionally charged conversations with professionalism and compassion. What You'll Do Handle inbound and outbound calls with new and existing clientsVerify client information accuratelyExplain the intake process, client journey, and expected next stepsSchedule consultations and appointmentsFollow up with clients who have completed enrollment but have not yet connected with the appropriate teamAssist clients who have not completed the enrollment processListen to client concerns and objections and respond with empathyDe-escalate challenging conversations while maintaining professionalismEducate clients on the process and next steps without providing professional or legal adviceAccurately document every interaction in the CRMHelp clients obtain required documents and records when neededEscalate complaints and sensitive situations according to established proceduresFollow established processes, procedures, and compliance requirements Work From Home This is a fully remote US position, and company equipment will be provided. We do still require that you have the following: A quiet, distraction-free workspaceReliable, wired Ethernet internetA reliable power backup solution Compensation & Hiring Requirements $13 USD/hourPaid weekly in arrearsFull-time | 40 hours/weekWork from home | United StatesA background check is required as part of the hiring process. The Right Person for This Role The best fit will be someone who can make a client feel heard without losing control of the conversation. You know how to stay calm when someone is frustrated. You can explain a process clearly without overpromising. You listen before responding. You understand that accuracy and compliance matter just as much as customer service. Most importantly, you can help people feel that they are in capable hands.  Application Process To ensure fairness and consistency, all applicants must complete every stage of the hiring process. Applicants selected to move forward will complete: Application FormPre-Screen QuestionnairePre-Screen Interview and Typing AssessmentBackground CheckClient Interview A background check will be required for candidates who are shortlisted as part of the final hiring process. Employment will be subject to successful completion of the applicable background check. Requirements: What We're Looking For We're looking for someone confident on the phone and who genuinely understands how to work with people. Required: At least 1 year of customer service experience in a phone-based or client-facing positionExperience handling both inbound and outbound callsExcellent verbal and written communication skillsStrong listening and problem-solving abilitiesDemonstrated empathy and emotional intelligenceAbility to handle emotionally charged conversations professionallyStrong attention to detailAbility to follow strict compliance guidelinesAbility to type at least 35 words per minute accuratelyComfortable working across multiple applications and windows while speaking with clients and documenting informationAbility to work effectively in a fast-paced environmentReliable attendance and availability, particularly during the first 90 days Your Background Could Include Experience in any of the following can be particularly valuable: Call center customer serviceClient intakeLegal servicesFinancial servicesCase managementHigh-volume customer supportAppointment schedulingCustomer retention or client follow-up You don't need to have worked in the legal industry to succeed in this position. What matters most is your ability to communicate, listen, show empathy, follow procedures, and help clients move forward.