Administrative Skills, Communication Skills, Customer Support/Service, Customer/Client Research, Data Entry, Data Quality, Detail Oriented, Financial Services, Onboarding, Work From Home
10875 Main St. #203 10875 Main St. #203 Fairfax, VA
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Wellness resources
Job Description:
As a Client Intake Specialist, you will be the first point of contact for individuals seeking financial services. Your role is to gather initial information and ensure accurate client setup.
Responsibilities:
- Collect and verify client information
- Schedule initial consultations
- Maintain accurate data entry
- Communicate next steps clearly to clients
- Support the client onboarding pipeline
Qualifications:
- Strong attention to detail
- Professional communication skills
- Data entry or admin experience preferred
- Comfortable working remotely
What We Offer:
- Remote flexibility
- Training provided
- Consistent workflow
- Growth opportunities
This is a remote position.