CLIENT INTAKE SPECIALIST REMOTE Fully Remote - US

CLIENT INTAKE SPECIALIST REMOTE

Full Time • Fully Remote - US
Benefits:
  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Wellness resources
Job Description:
As a Client Intake Specialist, you will be the first point of contact for individuals seeking financial services. Your role is to gather initial information and ensure accurate client setup.

Responsibilities:

  •  Collect and verify client information 
  •  Schedule initial consultations 
  •  Maintain accurate data entry 
  •  Communicate next steps clearly to clients 
  •  Support the client onboarding pipeline 
Qualifications:

  •  Strong attention to detail 
  •  Professional communication skills 
  •  Data entry or admin experience preferred 
  •  Comfortable working remotely 
What We Offer:

  •  Remote flexibility 
  •  Training provided 
  •  Consistent workflow 
  •  Growth opportunities

This is a remote position.

Compensation: $95,000.00 - $240,000.00 per year




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