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🥝 Client Intake Specialist
Courtpals | estado de méxico, Mexico | Posted June 05, 2026
Job Description
PLEASE READ AND MAKE SURE YOU MEET ALL REQUIREMENTS BEFORE YOU APPLY.
Key Responsibilities: Client Intake & Follow-Up - Answer inbound calls, texts, and emails from prospective and current clients
- Conduct initial intake conversations with empathy and professionalism
- Schedule consultations and follow up with prospects who have not yet booked
- Provide clear explanations of next steps and required documents
Administrative & Case Support - Enter and update client information in internal systems
- Prepare contracts and process payments
- Track follow-ups and ensure no client is left without a response
- Assist with document collection and basic file organization
- Support internal teams with administrative tasks as needed
Client Care & Communication - Serve as a calm, reassuring point of contact for clients
- Handle sensitive situations with patience and d...