Call Center-Client Intake

Job Summary

We are seeking a dynamic and energetic Call Center-Client Intake Specialist to join our customer support team. In this role, you will be the first point of contact for clients, providing exceptional service through phone and digital communication channels. Your primary focus will be to efficiently gather client information, address inquiries, and facilitate smooth onboarding processes. This position offers an exciting opportunity to utilize your multilingual skills, sales acumen, and technical proficiency to create positive experiences for our clients and support our organizational goals.

Duties

• Handle inbound and outbound calls with professionalism, ensuring clear and courteous communication in multiple languages as needed
• Conduct client intake by collecting accurate data using Microsoft Office tools and specialized CRM systems
• Provide excellent customer support by answering questions, resolving issues, and guiding clients through processes with effective phone etiquette
• Assist with client onboarding by explaining services, gathering necessary documentation, and verifying information for accuracy
• Maintain detailed records of interactions, update client profiles, and ensure data entry is precise and timely
• Support sales efforts by identifying client needs, promoting relevant services, and facilitating follow-up communications
• Manage multiple tasks efficiently while demonstrating strong organizational skills and attention to detail

Qualifications

• Proven experience in a call center environment or customer service role with a focus on client intake or support
• Multilingual abilities are highly desirable; fluency in English plus additional languages is preferred
• Strong communication skills—both verbal and written—with the ability to convey information clearly and professionally
• Proficiency in Microsoft Office applications (Word, Excel, Outlook) and familiarity with CRM or data entry systems
• Demonstrated technical proficiency with computer systems, phone communication tools, and basic troubleshooting skills
• Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced setting
• Experience in sales or upselling techniques is a plus; strong customer service problem-solving skills are essential
• Knowledge of call center best practices including phone etiquette, outbound calling strategies, and analysis skills for performance improvement
• Ability to handle cash transactions accurately when required; attention to detail is critical

Join us in delivering outstanding client experiences! This paid position offers a vibrant work environment where your communication talents and organizational skills will make a real difference. We value diversity and encourage bilingual candidates to apply. If you thrive on helping others and enjoy engaging conversations that build trust, this is the perfect role for you!

Pay: $24.00 - $29.00 per hour

Expected hours: 42.0 per week

Benefits:

• 401(k)
• 403(b)
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance
• Work from home

Work Location: In person