Client Intake Specialist

Resolv Global

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

Posted 10/7/2026full-timeRemote • Texas • 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. Proficient in managing client interactions, adhering to compliance guidelines, and documenting information accurately.

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Typing At Least 35 Words Per MinuteDocumenting Interactions In CRMFollowing Compliance GuidelinesScheduling Consultations And AppointmentsHandling Client Objections

Soft Skills

Strong Listening AbilitiesProblem-Solving SkillsEmpathyProfessional De-EscalationAbility To Work In Fast-Paced Environment

Tools & Technologies

CRM SoftwareMultiple Applications

Certifications & Qualifications

Background Check Required

Industry Keywords

Client JourneyIntake ProcessEnrollment ProcessCompliance Requirements

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
Document every interaction accurately 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
Complete all stages of the hiring process, including application, questionnaire, interview, typing assessment, background check, and client interview

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
Background check required as part of the hiring process

Benefits

Comp & perks

Paid weekly in arrears
Fully remote work from home
Company equipment provided