Client Care & Intake Specialist
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About this role
Description - Create and field client intakes - Collect and record information from potential clients and open cases in case management software - Send and receive retainer agreements for perspective clients who meet the specific criteria. - Maintain data entry requirements by following data program techniques and procedures - Verify entered data by reviewing, correcting, deleting, or…
Excerpt only. The full posting is on the employer’s careers site.
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