Client Intake Specialist (Heroica Puebla de Zaragoza)

Client Intake Specialist (Heroica Puebla de Zaragoza)

07 ago
|
Courtpals
|
Heroica Puebla de Zaragoza

07 ago

Courtpals

Heroica Puebla de Zaragoza

PLEASE READ AND MAKE SURE YOU MEET ALL REQUIREMENTS BEFORE YOU APPLY.
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Key Responsibilities: Client Intake & Follow-Up Answer inbound calls, texts, and emails from prospective and current clients
Conduct initial intake conversations with empathy and professionalism
Schedule consultations and follow up with prospects who have not yet booked
Provide clear explanations of next steps and required documents
Administrative & Case Support Enter and update client information in internal systems
Prepare contracts and process payments
Track follow-ups and ensure no client is left without a response
Assist with document collection and basic file organization
Support internal teams with administrative tasks as needed
Client Care & Communication Serve as a calm, reassuring point of contact for clients
Handle sensitive situations with patience and discretion
Maintain detailed notes and communicate accurately across departments




Required Experience & Qualifications Minimum 10 years of experience in one or more of the following:
Receptionist or front desk
Administrative or executive support
Customer service or client care
Office management or support services
Proven history of long-term employment (longevity matters to us)
Strong written and verbal communication skills
Comfortable using computers, email, and basic software systems
Reliable internet connection and quiet remote workspace
Organized, detail-oriented, and dependable
This role is for you only if: You are a dependable professional with 10+ years of experience in reception, administrative support, customer care, or service-based roles. You thrive on helping people, staying organized, and following through. You’re comfortable working remotely, learning new systems, and communicating with compassion and clarity. You value stability and are looking for a long-term role where your experience truly matters.

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📌 Client Intake Specialist (Heroica Puebla de Zaragoza)
🏢 Courtpals
📍 Heroica Puebla de Zaragoza

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