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🥝 Client Intake Specialist

Courtpals | Remote, Mexico | Posted May 29, 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 pat...

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