Remote Client Intake Specialist - Compassionate Guide

Resolv Global; Indianapolis (IN); Remote; USD 37,250,000 - 48,905,000; Full time

Job summary

Resolv Global in the United States is hiring Client Intake Specialists to join a fully remote team supporting individuals seeking professional assistance during high-stress situations. This is a high-touch, phone-based customer service role focused on listening, empathy, and guiding clients through the next steps.

You will be the first point of contact, handling calls, verifying information, explaining the intake process, scheduling consultations, and documenting each interaction in the CRM

Qualifications

• Minimum 1 year of customer service experience in phone-based or client-facing roles.
• Experience handling inbound and outbound calls.
• Able to type at least 35 words per minute.

Responsibilities

• Handle inbound and outbound calls with clients.
• Verify client information accurately.
• Explain the intake process and next steps.
• Schedule consultations and appointments.
• Document interactions in the CRM accurately.
• Escalate complaints following procedures.
• Maintain compliance and professionalism during conversations.

Skills

Verbal communication

Written communication

Empathy

Active listening

Attention to detail

Compliance

Typing 35 wpm

CRM experience

Remote work

Customer service

Tools

CRM software

Windows apps

Job description

Resolv Global in the United States is hiring Client Intake Specialists to join a fully remote team supporting individuals seeking professional assistance during high-stress situations. This is a high-touch, phone-based customer service role focused on listening, empathy, and guiding clients through the next steps.

You will be the first point of contact, handling calls, verifying information, explaining the intake process, scheduling consultations, and documenting each interaction in the CRM