Client Intake Specialist

We're looking for a warm, empathetic, and professional Client Intake Specialist to serve as the first point of contact for prospective clients. You'll help create a positive first impression, guide individuals through the intake process, answer questions, and ensure every client feels supported from the very first interaction.

If you're someone who genuinely enjoys helping people, building trust, and creating exceptional client experiences, we'd love to meet you.

What You'll Own

Client Intake & First Impressions

You'll be the first person many clients speak with, helping them feel heard, supported, and confident about moving forward.

Responsibilities

Responsibilities include:

• Serving as the first point of contact for prospective clients
• Handling inbound calls and responding to inquiries professionally and compassionately
• Guiding prospective clients through the intake process
• ...