Intake and Entity Specialist
Main Points
Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or services. This role requires strong communication skills, empathy, and attention to detail to ensure a positive client experience. The Financial Intake Specialist will be responsible for gathering client information, assessing financial needs, and guiding clients through the intake process. Additionally, this role may involve administrative tasks related to client documentation and data entry.
Key Responsibilities:
Client Intake and Assessment:
Financial Guidance and Education:
Documentation and Recordkeeping:
Client Support and Follow-up:
Administrative Tasks:
Qualifications:
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0 Financial Intake Specialist jobs found in Germantown, MD area