💼 Full-Time Position

Client Intake Specialist

🏢
Courtpals
📍 estado de méxico, estado de méxico, Mexico
📍
Location
estado de méxico, Mexico
📅
Posted
June 05, 2026
⏰
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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 patience and d...