Remote Client Engagement Specialist: Intake & Onboarding
Rival Inc
Rival in New York, NY is seeking a Client Relations Specialist to manage incoming leads and match clients with the ideal therapists. The role involves excellent customer service skills, managing client inquiries, and ensuring a seamless transition to support staff. Ideal candidates should have a background in customer service or mental health and proficiency in CRM software. Benefits include health insurance, unlimited vacation, and 401k Safe Harbor plan. #J-18808-Ljbffr
$24 - $29 per hour
...Rival is looking for a Client Relations Specialist in Lebanon, TN, to manage the intake process for new clients. Responsibilities include fielding inquiries, matching clients with therapists, and ensuring smooth transitions. The ideal candidate has at least 2 years of...Remote work- ...Rival is seeking a Client Relations Specialist in Chicago, Illinois to manage client inquiries and facilitate their onboarding process. The ideal candidate will have at least 2 years of experience in customer service, preferably in the healthcare field, and must possess...Remote work
$24 - $29 per hour
...Rival, located in Boston, MA, is seeking a Client Relations Specialist to manage client intake and matching processes. The ideal candidate will have at least 2 years of experience in customer service or client-facing roles, preferably in the mental health field. This position...Remote work- Rival is seeking a Client Relations Specialist to manage the initial engagement and intake process for new clients. You will field inquiries, match clients with therapists, and ensure smooth transitions to support staff. The ideal candidate should have at least 2 years...Remote jobWork from home
$23.08 per hour
...Client Onboarding Specialist Application Deadline: 26 July 2026 Department:... ...: Full Time Location: Remote Compensation: $23.08 / hour... ...familiarizing newly engaged clients with the Firm's services... ...process, including client intake, gathering & review of documents...Remote workFull timeCasual workWork from homeAfternoon shift$50k - $60k
...impression on prospective clients, leaving them eager to... ...A 100% WORK FROM HOME/REMOTE WORK POSITION. The... ...work closely with our intake team to improve our overall... ...salesperson will be actively engaged in the firm’s business... ...to the legal team • Onboard new clients, complete...Remote workWork from homeFlexible hours$80k
...Defense Law Firm | Atlanta, GA (Remote) $80K OTE | Flexible... ...Attorneys is seeking a driven Client Engagement Specialist to join our growing... ...Looks Like Month 1: Complete onboarding, learn our systems, shadow... ...consultative sales or legal intake experience Proven track record...Remote workWork at officeImmediate startFlexible hoursAfternoon shift$24 - $29 per hour
...health services tailored to the unique needs of our clients. Our practice is known for its innovative... ...support. Position Overview: The Client Relations Specialist will play a vital role in the initial engagement and intake process for new clients. This position is...Remote workWork from home- ...Wellness resources Location: (Hybrid/Remote) Schedule: Monday–Friday, 8:00 AM–5:0... ...benefits they deserve. As a Client Intake Specialist you will be the first point of contact... ...in legal assistance Achieve client onboarding and outreach goals within established...Remote workFull timeWork at officeWork from homeMonday to FridayFlexible hours
- ...management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’... ...active accounts. In This Role Engage qualified prospects and leads to... ...Self-motivated and effective in a remote work environment What we offer...Remote workWork from home
- ...About the job Client Engagement Specialist Role Overview We are continuing to expand and... ...preparation while working within a flexible remote structure. Primary Duties... ...What You Can Expect Structured onboarding along with continued access to training...Remote workFlexible hours
- ...include, but are not limited to, client and employee training,... ...relationship with CU*SOUTH and their engagement with the core solution. As... ...for the successful onboarding and training of all new CU*SOUTH... ...building setting as well as remote sites. Some job assignments at...Remote workPermanent employmentContract workWork experience placementWork at office
$150k - $190k
...Singapore, and Cyprus. Whether in‑office or remote, you’ll be part of a hybrid‑friendly... ...in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding... ..., and annual offsite events to engage with the wider team. Talos is proud to...Remote workFull timeWork at officeAfternoon shift$45k - $55k
Elevated HR Consulting is looking for a Client Engagement Specialist to serve as the primary contact for prospective clients. This remote role, preferably based in the Atlanta area... ...involves managing inquiries, conducting intake conversations, and scheduling consultations...Remote job- Synergy Home Care is looking for a Client Intake & Sales Specialist to support families from anywhere in the U.S. In this remote role, you will manage inquiries, build relationships, and ensure smooth onboarding for clients. The ideal candidate has excellent communication...Remote job
- ...Client Intake & Sales Specialist Home Care (Remote) Company: Synergy HomeCare of Rockville, Maryland Location: 100% Remote U.S. based Compensation... ...trust quickly, and understand client needs. Close & Onboard: Secure signed service agreements, schedule home...Remote jobFlexible hours
- Frost Law is seeking an enthusiastic Intake & Engagement Specialist in Annapolis. This role supports a busy law firm by handling client inquiries and ensuring excellent service. The ideal candidate must possess strong customer service skills, with a minimum of 2 years'...Shift work
- AO Globe Life in Chicago, Illinois is looking for motivated individuals to work remotely and connect clients with supplemental benefit programs. You will conduct virtual consultations, provide warm leads, and guide clients through their options. This role offers flexible...Remote jobWeekly payFlexible hours
- WizeHire, Inc is looking for a full-time Legal Intake Specialist for their Jonesboro location. The ideal candidate is friendly, energetic, and detail-oriented, managing client onboarding and data entry while speaking with prospective clients. While legal experience isn’...Full time
$41.6k
...Phoenix, Arizona is looking for a full-time legal intake specialist to join our dynamic legal team. Your role includes surveying prospective clients, empathizing with their case details, and handling new client onboarding and data entry. Ideal candidates will have prior...Full time$1,300 per month
...SDR / Client Intake Specialist **PLEASE SUBMIT YOUR RESUME/CV IN ENGLISH** Full-Time | Remote | EST Business Hours | LATAM Candidates Only Salary: $1,300 USD/month + Performance... ...in advance via SMS and phone Re-engage missed appointments quickly and reschedule...Remote workFull timeRelocationHome officeFlexible hoursShift work- ...A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping...Remote workWork from home
- ...A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates...Remote workWork from home
- ...A leading mental health service provider in New York is seeking a Client Relations Specialist to enhance client engagement and support. You will manage incoming leads, match clients with suitable therapists, and ensure a seamless transition to care. The ideal candidate...Remote work
- ...is seeking an all-star salesperson for a remote position. This role requires a proven... ...who can build genuine connections with clients, convert leads, and assist in business development... ...include consultations, client onboarding, and tracking sales metrics, contributing...Remote work
- ...consulting company is seeking a Virtual Representative to engage with potential clients, helping them explore financial solutions tailored to their... ..., preferred to have a high school diploma or college degree, and can work effectively in a remote setting. #J-18808-LjbffrRemote work
$45k - $60k
...Do you genuinely care about client experiences and creating... ...We're looking for a Client Engagement Specialist who thrives in a fast-paced... ...Customer Success Representative, Intake Specialist, or Account... ...employees. As part of our onboarding process, candidates selected...Full timeWork at officeNight shiftDay shift- A remote travel service provider seeks Customer Engagement Specialists to connect with clients and assist in booking coordination. In this role, candidates will engage with clients via email and phone, provide personalized recommendations, and ensure professional interactions...Remote workFlexible hours
$60k
...reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting...Remote workFlexible hours$65k - $80k
...Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Fully Remote Client Service Onboarding Specialist to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity...Remote workFull timeWork from home
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