Client Intake Specialist

We are seeking a bilingual (English/Spanish) Client Intake Specialist to join our team. In this role, you will be the first point of contact for new clients, ensuring they have a smooth and professional experience as they engage with our services. You will handle inquiries, gather necessary client information, and maintain accurate records in our systems. This is a full-time position, Monday to Friday, from 10:00 AM to 7:00 PM Eastern Time, with a one-hour unpaid break.

• Serve as the primary contact for potential clients, answering phone calls, emails, and messages.
  
• Gather client details and input them into our CRM or database system accurately.
  
• Schedule consultations and follow up with clients to ensure all required documents are received.
  
• Explain services and processes clearly in both English and Spanish.
  
• Work closely with the team to coordinate client onboarding and ensure a seamless transition.
  
• Maintain confidentiality and handle sensitive client information with discretion.
  

• Fluent in English and Spanish, with excellent verbal and written communication skills in both languages.
  
• Strong interpersonal skills with a customer-focused approach.
  
• Detail-oriented and organized, with the ability to manage multiple tasks simultaneously.
  
• Proficient in using computer systems, including CRM software and Microsoft Office Suite.
  
• Prior experience in client intake, customer service, or a related field is preferred.
  
• Ability to work independently and as part of a team.
  

Originally posted on Himalayas