Remote Client Intake Specialist — Empathy + Clarity

Resolv Global; Detroit (MI); Remote; USD 15,000 - 21,000; Full time

Job summary

Resolv Global is hiring a Client Intake Specialist for a fully remote US position. You will handle inbound/outbound calls, verify information, explain the intake process, and schedule consultations while maintaining empathy and compliance.

This role requires at least 1 year of phone-based customer service, strong communication skills, and the ability to document interactions in a CRM. Background checks apply and equipment is provided for a remote setup.

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 follow strict compliance guidelines
• Able to type at least 35 words per minute accurately

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

Customer service

Phone-based

Communication

Empathy

Attention to detail

Compliance

Typing 35 wpm

Multi-tasking

Documentation

Job description

Resolv Global is hiring a Client Intake Specialist for a fully remote US position. You will handle inbound/outbound calls, verify information, explain the intake process, and schedule consultations while maintaining empathy and compliance.

This role requires at least 1 year of phone-based customer service, strong communication skills, and the ability to document interactions in a CRM. Background checks apply and equipment is provided for a remote setup.