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...