Remote Client Onboarding & Intake Specialist
Remote / Online - Candidates ideally in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-06-05
Orlando, Orange County, Florida, 32885, USA
Listing for:
SF Investments Group
Full Time, Remote/Work from Home
position Listed on 2026-06-05
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
SF Investments Group is seeking a full-time remote Client Intake Specialist to manage initial client interactions, gather information, and assist with onboarding processes. The ideal candidate will demonstrate strong communication skills and have an understanding of insurance products.
This role focuses on delivering exceptional customer service and requires excellent organizational abilities as well as a collaborative attitude in a remote work environment. A bachelor's degree or equivalent experience is preferred.
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