Client Intake & Customer Support Virtual Assistant
New
W
Winning AssistantsClient Support
Philippines, 9:00 AM – 6:00 PM EDTFull-Time
Salary$5–$6 per hour (depending on experience)
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Job Details
- Languages
- English
- Required Skills
- Data entryCRMCustomer support
Requirements
- Previous experience as a Virtual Assistant or in a remote customer service, client support, call center, intake, or administrative role.
- Fluent in spoken and written English with excellent communication skills.
- HIPAA Compliance Training and Certification.
- Strong professionalism and customer service mindset.
- Reliable, responsible, and committed to long-term employment.
- Ability to manage a busy workload while maintaining accuracy and professionalism.
- Excellent organizational and multitasking skills.
- High attention to detail and confidentiality.
- Comfortable learning and using company software and workflows.
- Stable high-speed internet connection (minimum 25 Mbps), reliable laptop or desktop, noise-canceling headset, and working webcam.
- Must be able to submit an NBI Clearance and/or Local Police Clearance before onboarding.
Responsibilities
- Serve as the first point of contact by answering inbound client calls professionally and courteously.
- Respond to general client inquiries regarding services and expected timelines.
- Verify client information accurately before processing requests.
- Create and organize client folders within the company's custom portal/CRM.
- Document all client interactions accurately and maintain organized records.
- Escalate complex questions or concerns to management when appropriate.
- Maintain strict HIPAA compliance while handling confidential client information.
- Provide a welcoming, customer-first experience that reflects professionalism and builds trust.
- Submit end-of-day reports summarizing completed work and pending items.
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