🇺🇸 USAJobs.work

America's Job Portal

← Back to USA Jobs

Client Intake Specialist

Company

Courtpals

Location

Remote, estado de méxico

Posted

June 05, 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 pat...

Ready to Apply?

Join thousands of Americans building their careers

Apply Now