Client Intake Specialist

This fully remote Client Intake Specialist role supports individuals seeking professional assistance during stressful situations by handling inbound and outbound calls, verifying client information, and guiding them through the intake process. The position requires a high-touch, phone-based customer service approach where you will listen with empathy, de-escalate challenging conversations, and accurately document interactions in the CRM. You will serve as the first point of contact, building trust quickly while ensuring compliance and helping clients move forward with their next steps.