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Client Intake Specialist

Company

Courtpals

Location

estado de méxico, estado de méxico

Posted

June 15, 2026

Position Overview

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 patience and d...

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