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Client Intake Specialist
Resolv Global. Handle inbound and outbound calls with new and existing clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on effective communication, empathy, and problem-solving in a fast-paced environment. Proficient in handling inbound and outbound calls while adhering to compliance guidelines and accurately documenting client interactions.
Highest-signal resume keywords
Customer Service ExperienceInbound And Outbound Call HandlingVerbal And Written Communication SkillsAttention To DetailEmotional Intelligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Information VerificationAppointment SchedulingCRM DocumentationTyping Speed Of 35 Words Per MinuteCompliance Adherence
Soft Skills
EmpathyProblem-Solving AbilitiesActive ListeningProfessionalism In De-EscalationAbility To Handle Emotionally Charged Conversations
Tools & Technologies
CRM SoftwareMultiple Applications
Certifications & Qualifications
Background Check Completion
Industry Keywords
Client JourneyIntake ProcessEnrollment AssistanceFollow-Up Procedures
About the role
Key responsibilities & impact- Handle inbound and outbound calls with new and existing clients
- Verify client information accurately
- Explain the intake process, client journey, and expected next steps
- Schedule consultations and appointments
- Follow up with enrolled clients who have not connected with the appropriate team
- Assist clients who have not completed enrollment
- Listen to client concerns and objections and respond with empathy
- De-escalate challenging conversations professionally
- Educate clients on processes and next steps without providing professional or legal advice
- Accurately document every interaction in the CRM
- Help clients obtain required documents and records
- Escalate complaints and sensitive situations according to established procedures
- Follow established processes, procedures, and compliance requirements
Requirements
What you’ll need- At least 1 year of customer service experience in a phone-based or client-facing position
- Experience handling both inbound and outbound calls
- Excellent verbal and written communication skills
- Strong listening and problem-solving abilities
- Demonstrated empathy and emotional intelligence
- Ability to handle emotionally charged conversations professionally
- Strong attention to detail
- Ability to follow strict compliance guidelines
- Ability to type at least 35 words per minute accurately
- Comfortable working across multiple applications and windows while speaking with clients and documenting information
- Ability to work effectively in a fast-paced environment
- Reliable attendance and availability, particularly during the first 90 days
- A quiet, distraction-free workspace
- Reliable, wired Ethernet internet
- A reliable power backup solution
- Successful completion of a required background check
- Applicants must complete every stage of the hiring process
Benefits
Comp & perks- Company equipment provided
- Paid weekly in arrears
- Fully remote work from home
- Full-time schedule of 40 hours/week