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.

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 clients who have completed enrollment but have not yet connected with the appropriate team

Assist clients who have not completed the enrollment process

Listen to client concerns and objections and respond with empathy

De-escalate challenging conversations while maintaining professionalism

Educate clients on the process and next steps without providing professional or legal advice

Accurately document every interaction in the CRM

Help clients obtain required documents and records when needed

Escalate complaints and sensitive situations according to established procedures

Follow established processes, procedures, and compliance requirements

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 workspace

Reliable, wired Ethernet internet

A reliable power backup solution

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.

We're looking for someone confident on the phone and who genuinely understands how to work with people.

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

Experience in any of the following can be particularly valuable:

Call center customer service

Client intake

Legal services

Financial services

Case management

High-volume customer support

Appointment scheduling

Customer 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.