- Respond promptly and professionally to enquiries from prospective clients by phone, email, and other communication channels.
- Understand client needs, answer questions, and explain available services.
- Guide prospective clients through the intake and onboarding process.
- Collect, review, and accurately record required client information and documentation.
- Coordinate appointments, next steps, and relevant communications.
- Follow up with leads and address questions, concerns, and objections to move clients through intake.
- Maintain accurate, up-to-date records, trackers, and systems.
- Monitor outstanding tasks, resolve administrative bottlenecks, and provide day-to-day operational support.
Customer serviceEnglish communication