Client Intake Specialist

Resolv Global

. Handle inbound and outbound calls with new and existing clients .

Posted 10/7/2026full-timeRemote • Montana • United StatesJunior💰 $13 per hourWebsite

Core Competencies

Role fit

Core 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 HandlingExcellent Verbal And Written CommunicationAttention To DetailEmotional Intelligence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Information VerificationTyping Speed Of 35 Words Per MinuteCRM DocumentationCompliance AdherenceAppointment Scheduling

Soft Skills

EmpathyProblem-SolvingActive ListeningProfessionalismDe-Escalation Skills

Tools & Technologies

Multiple ApplicationsCRM Software

Certifications & Qualifications

Background Check

Industry Keywords

Client JourneyIntake ProcessEnrollment AssistanceFast-Paced EnvironmentReliable Attendance

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
Quiet, distraction-free workspace
Reliable, wired Ethernet internet
Reliable power backup solution
Background check required
Full-time availability, 40 hours/week

Benefits

Comp & perks

Company equipment provided
Paid weekly in arrears
Work from home / fully remote position