Client Intake Coordinator
CodeVertex System is seeking a Client Intake Coordinator to support client support, case handling, documentation, verification, and service operations. This remote role requires dependable execution, clear communication, strong attention to detail, and consistent handling of business information.
Key Responsibilities
- Review incoming requests or cases and maintain accurate supporting records.
- Communicate with customers or internal teams to resolve routine issues.
- Document actions, outcomes, and follow-up requirements clearly.
- Escalate exceptions according to established procedures.
- Support service quality, workflow accuracy, and timely case completion.
Qualifications
- Relevant experience or transferable skills aligned with the Client Intake Coordinator role.
- Strong written communication, organization, and attention to detail.
- Ability to work independently in a remote environment and meet deadlines.
- Comfort using spreadsheets, documentation tools, and role-relevant systems.
- Ability to handle sensitive information responsibly where applicable.
Core Skills
- Customer Service
- Client Communication
- Customer Support
- Case Management
- Issue Resolution
- CRM Software
- Email Support
- Phone Support
- Documentation
- Escalation Management
This 100% remote posting is open to candidates located in North Carolina, United States. Work Location: North Carolina — 100% Remote #CVX-SY