Remote Client Intake Specialist — Empathetic, Phone-Based

Resolv Global; Austin (TX); Remote; USD 17,000 - 21,000; Full time

Job summary

Resolv Global is hiring a Client Intake Specialist to join a fully remote US team. You will listen, guide, and support clients through the intake process, scheduling, and next steps while documenting conversations in the CRM and maintaining compliance.

Strong communication, empathy, and calm handling of sensitive situations are essential. The role requires reliability, a quiet home workspace, and ability to work in a fast-paced environment with weekly pay and 40 hours per week.

Qualifications

• At least 1 year of customer service experience in a phone-based or client-facing position.
• Experience handling both inbound and outbound calls.
• Excellent verbal and written communication skills.
• Strong listening and problem-solving abilities.
• Demonstrated empathy and emotional intelligence.
• Ability to handle emotionally charged conversations professionally.
• Strong attention to detail.
• Ability to follow strict compliance guidelines.
• Ability to type at least 35 words per minute accurately.
• Comfortable working across multiple applications and windows while speaking with clients and documenting information.
• Ability to work effectively in a fast-paced environment.
• Reliable attendance and availability, particularly during the first 90 days.

Responsibilities

• Handle inbound and outbound calls with new and existing clients.
• Verify client information accurately.
• Explain the intake process, client journey, and expected next steps.
• Schedule consultations and appointments.
• Follow up with clients who have completed enrollment but have not yet connected with the appropriate team.
• Assist clients who have not completed the enrollment process.
• Listen to client concerns and objections and respond with empathy.
• De-escalate challenging conversations while maintaining professionalism.
• Educate clients on the process and next steps without providing professional or legal advice.
• Accurately document every interaction in the CRM.
• Help clients obtain required documents and records when needed.
• Escalate complaints and sensitive situations according to established procedures.
• Follow established processes, procedures, and compliance requirements.

Skills

Empathy

Active listening

Phone support

De-escalation

CRM documentation

Scheduling

Communication

Compliance

Typing 35 wpm

multitasking

Tools

CRM software

Job description

Resolv Global is hiring a Client Intake Specialist to join a fully remote US team. You will listen, guide, and support clients through the intake process, scheduling, and next steps while documenting conversations in the CRM and maintaining compliance.

Strong communication, empathy, and calm handling of sensitive situations are essential. The role requires reliability, a quiet home workspace, and ability to work in a fast-paced environment with weekly pay and 40 hours per week.