Remote Client Intake & Support VA | HIPAA-Compliant

Winning Assistants; United States; Remote; USD 7,000 - 8,000; Full time

Benefits offered by this job

HR & contractor support

VPN access (optional)

HIPAA & cybersecurity training

Top VA performance training

Holidays off (U.S.)

Flexible time off

Job summary

Winning Assistants is seeking a Client Intake & Customer Support Virtual Assistant for a fully remote role. You will manage first-contact client interactions, verify information, and organize records in the company CRM, while maintaining HIPAA compliance and a strong customer-first mindset.

Required are fluent English skills, professional customer service experience, and HIPAA training/certification. This role supports U.S.-based clients with flexible hours and remote collaboration.

Qualifications

• Fluent in spoken and written English.
• Proven professional customer service experience.
• HIPAA Compliance Training and Certification required.
• Able to manage a busy workload with accuracy and professionalism.
• Strong organization and multitasking abilities.

Responsibilities

• Answer inbound client calls professionally and courteously.
• Respond to general client inquiries regarding services and timelines.
• Verify client information before processing requests.
• Create and organize client folders in the portal/CRM.
• Document all client interactions and maintain records.
• Escalate complex questions to management as needed.
• Maintain HIPAA compliance while handling confidential information.
• Submit end-of-day reports detailing completed work and pending items.

Skills

English communication

Customer service

Multitasking

Attention to detail

Work independently

Professionalism

Tools

RingCentral

Custom Portal/CRM

Job description

Winning Assistants is seeking a Client Intake & Customer Support Virtual Assistant for a fully remote role. You will manage first-contact client interactions, verify information, and organize records in the company CRM, while maintaining HIPAA compliance and a strong customer-first mindset.

Required are fluent English skills, professional customer service experience, and HIPAA training/certification. This role supports U.S.-based clients with flexible hours and remote collaboration.