Intake & Client Onboarding Specialist
### Job summary
We are hiring a reliable and detail-oriented Intake & Client Onboarding Specialist to handle incoming leads, complete client intakes, and manage scheduling. This role requires strong communication skills, quick thinking, and the ability to work independently in a fast-paced environment.
Min Qualification: Diploma Experience Level: Entry level Experience Length: 2 years Working Hours: Evening/Night Shift
### Job descriptions & requirements
ā¢ *Responsibilities:
ā¢ Respond promptly to new leads via phone, text, and email
ā¢ Conduct intake calls and accurately gather client information
ā¢ Schedule appointments and send timely confirmations
ā¢ Follow up on missed calls, no-shows, and incomplete intakes
ā¢ Maintain accurate and up-to-date records in CRM systems
ā¢ Deliver a smooth, professional onboarding experience for all clients
ā¢ *Requirements:
ā¢ Clear and fluent English communication (US or British standard)
ā¢ Strong phone presence with excellent clarity and articulation
ā¢ Ability to think independently and communicate without reliance on scripts
ā¢ Reliable internet connection and a quiet, professional work environment
ā¢ Strong attention to detail and organizational skills
ā¢ Comfortable handling frequent calls and daily client interactions
ā¢ *Compensation:
ā¢ Competitive hourly pay, based on experience
ā¢ Performance-based growth and advancement opportunities
ā¢ *Work Schedule: 45 hours per week. Availability required during US business hours
ā¢ *Important Note:** This is a call-based role. Candidates must be confident and easily understood on phone calls. If spoken English clarity is a challenge, this position may not be the right fit.
Apply tot his job
Apply To this Job
We are hiring a reliable and detail-oriented Intake & Client Onboarding Specialist to handle incoming leads, complete client intakes, and manage scheduling. This role requires strong communication skills, quick thinking, and the ability to work independently in a fast-paced environment.
Min Qualification: Diploma Experience Level: Entry level Experience Length: 2 years Working Hours: Evening/Night Shift
### Job descriptions & requirements
ā¢ *Responsibilities:
ā¢ Respond promptly to new leads via phone, text, and email
ā¢ Conduct intake calls and accurately gather client information
ā¢ Schedule appointments and send timely confirmations
ā¢ Follow up on missed calls, no-shows, and incomplete intakes
ā¢ Maintain accurate and up-to-date records in CRM systems
ā¢ Deliver a smooth, professional onboarding experience for all clients
ā¢ *Requirements:
ā¢ Clear and fluent English communication (US or British standard)
ā¢ Strong phone presence with excellent clarity and articulation
ā¢ Ability to think independently and communicate without reliance on scripts
ā¢ Reliable internet connection and a quiet, professional work environment
ā¢ Strong attention to detail and organizational skills
ā¢ Comfortable handling frequent calls and daily client interactions
ā¢ *Compensation:
ā¢ Competitive hourly pay, based on experience
ā¢ Performance-based growth and advancement opportunities
ā¢ *Work Schedule: 45 hours per week. Availability required during US business hours
ā¢ *Important Note:** This is a call-based role. Candidates must be confident and easily understood on phone calls. If spoken English clarity is a challenge, this position may not be the right fit.
Apply tot his job
Apply To this Job