This role offers an opportunity to contribute to high‑quality client intake processes within a professional team environment, helping ensure that every client receives a welcoming and informative first experience.

Responsibilities:

• Serve as the first point of contact for prospective clients via phone, email, and online platforms.

• Conduct detailed intake interviews to collect required personal, legal, or medical information, depending on client needs.

• Accurately document all client information in the intake management system while maintaining data privacy and confidentiality.

• Evaluate client inquiries to determine eligibility or next steps and route cases to the appropriate departments or professionals.

• Provide clear and empathetic information about services, processes, timelines, and address any client questions.

Requirements:

• High school diploma or equivalent.

• Minimum of 1+ years of experience in client service, intake, call center, administrative, or related roles.

• Strong interpersonal, written, and verbal communication skills.

• High level of organization, time management, and ability to multitask.

• Proficiency with office software (e.g., Microsoft Office, Google Workspace) and the ability to quickly learn new digital tools.