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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:
Full Time
Business Services
$60k-77k (estimate)
02/14/2024
05/12/2024
latitude-group.com
SAINT PAUL, MN
50 - 100
1997
Private
MARIE MALANAPHY-SORG
$10M - $50M
Business Services
The job skills required for Financial Intake Specialist include Social Work, Customer Service, Microsoft Office, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Intake Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Intake Specialist. Select any job title you are interested in and start to search job requirements.