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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$5–$6 per hour (depending on experience)
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