Benefits:

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.