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Client Intake Specialist

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Courtpals
πŸ“ Remote, Mexico
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Location Remote
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Posted June 04, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

PLEASE READ AND MAKE SURE YOU MEET ALL REQUIREMENTS BEFORE YOU APPLY.

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 pat...

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πŸ“ Location Details

πŸŒ†
City
Remote
πŸ—ΊοΈ
Country
Mexico
πŸš—
Commute
Local Area

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