Financial Intake Specialist
3 weeks ago
Intake and Entity Specialist
Main Points
- Salary: 70k-80k
- Experience: 1 or more years of professional experience
- Bachelors Degree Required
- Law or Finance experience preferred
- Full Remote: Office located in Washington D.C.
Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or services. This role requires strong communication skills, empathy, and attention to detail to ensure a positive client experience. The Financial Intake Specialist will be responsible for gathering client information, assessing financial needs, and guiding clients through the intake process. Additionally, this role may involve administrative tasks related to client documentation and data entry.
Key Responsibilities:
Client Intake and Assessment:
- Welcome clients and provide assistance with financial inquiries, applications, and forms.
- Conduct initial screenings and assessments to determine client eligibility for financial services.
- Gather relevant financial information from clients, including income, expenses, assets, and liabilities.
Financial Guidance and Education:
- Provide information and guidance to clients on available financial assistance programs, resources, and options.
- Explain financial terms, procedures, and requirements to clients in a clear and understandable manner.
- Educate clients on financial literacy topics, such as budgeting, saving, and credit management.
Documentation and Recordkeeping:
- Maintain accurate and up-to-date client records, documentation, and files.
- Ensure compliance with regulatory requirements and internal policies related to client data and confidentiality.
- Prepare and process client applications, forms, and paperwork accurately and efficiently.
Client Support and Follow-up:
- Serve as a liaison between clients and internal departments or external agencies as needed.
- Address client inquiries, concerns, and requests promptly and professionally.
- Follow up with clients to provide updates on the status of their applications or requests.
Administrative Tasks:
- Perform data entry, filing, and other administrative tasks to support the intake process.
- Assist with scheduling appointments, meetings, and follow-up activities as needed.
- Collaborate with team members to ensure smooth and efficient operations of the intake process.
Qualifications:
- Bachelor's degree in Finance, Business Administration, Social Work, or related field preferred.
- 1+ years of experience in financial services, customer service, or related field.
- Strong communication skills, both verbal and written, with the ability to interact professionally with clients.
- Empathy, patience, and the ability to handle sensitive client situations with compassion and discretion.
- Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
- Proficiency in Microsoft Office applications and data entry software.
- Knowledge of financial assistance programs, regulations, and eligibility criteria is a plus.
Powered by JazzHR
DiGnFZETlf
-
Intake and Entity Specialist
3 weeks ago
Washington, United States CareerBuilder Full timeIntake and Entity Specialist Main Points Salary : 70k-80k Experience : 1 or more years of professional experience Bachelors Degree Required Law or Finance experience preferred Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or...
-
Intake and Entity Specialist
3 weeks ago
Washington, United States latitude Full timeIntake and Entity Specialist Main Points Salary: 70k-80k Experience: 1 or more years of professional experience Bachelors Degree Required Law or Finance experience preferred Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or...
-
Intake and Entity Specialist
3 weeks ago
Washington, United States Latitude, Inc. Full timeJob DescriptionJob DescriptionIntake and Entity SpecialistMain PointsSalary: 70k-80kExperience: 1 or more years of professional experienceBachelors Degree RequiredLaw or Finance experience preferredFull Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking...
-
Intake and Entity Specialist
1 week ago
Washington DC, United States Latitude, Inc. Full timeMain Points. Salary: 70 k-80 k. Experience: 1 or more years of professional experience. Bachelors Degree Required. Law or Finance experience preferred. Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist Intake, Specialist, Client Support, Data Entry, Financial, Healthcare, Staffing
-
Intake and Entity Specialist
1 week ago
Washington DC, United States Latitude, Inc. Full timeIntake and Entity SpecialistMain PointsSalary: 70k-80kExperience: 1 or more years of professional experienceBachelors Degree RequiredLaw or Finance experience preferredFull Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or...
-
Personal Injury Client Intake Specialist
3 weeks ago
Washington, United States Price Benowitz LLP Full timeJob DescriptionJob DescriptionCompany OverviewPrice Benowitz, LLP is a mid-sized law firm headquartered in Washington, DC with offices and attorneys throughout Washington, D.C., Maryland, Virginia, & South Carolina. Price Benowitz's areas of practice include criminal defense, personal injury, family law, and trusts and estates. Our core values are...
-
Personal Injury Client Intake Specialist
1 day ago
Washington, United States Price Benowitz LLP Full timeJob DescriptionJob DescriptionCompany OverviewPrice Benowitz, LLP is a mid-sized law firm headquartered in Washington, DC with offices and attorneys throughout Washington, D.C., Maryland, Virginia, & South Carolina. Price Benowitz's areas of practice include criminal defense, personal injury, family law, and trusts and estates. Our core values are...
-
Client Intake Specialist
2 weeks ago
Seattle, Washington, United States Lewis Brisbois Full timeOverview: The Seattle office of Lewis Brisbois are seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited to: conducting...
-
PERSONAL INJURY CLIENT INTAKE SPECIALIST
2 weeks ago
Washington, DC 20080, USA, United States Price Benowitz LLP Full timeCompany Overview Price Benowitz, LLP is a mid-sized law firm headquartered in Washington, DC with offices and attorneys throughout Washington, D.C., Maryland, Virginia, & South Carolina. Price Benowitz's areas of practice include criminal defense, personal injury, family law, and trusts and estates. Our core values are Passion, Integrity, and Excellence....
-
PERSONAL INJURY CLIENT INTAKE SPECIALIST
7 days ago
Washington, DC 20009, USA, United States Price Benowitz LLP Full timeCompany OverviewPrice Benowitz, LLP is a mid-sized law firm headquartered in Washington, DC with offices and attorneys throughout Washington, D.C., Maryland, Virginia, & South Carolina. Price Benowitz's areas of practice include criminal defense, personal injury, family law, and trusts and estates. Our core values are Passion, Integrity, and Excellence....
-
Financial Specialist I
3 weeks ago
Washington, United States Federal Circuit Court of Appeals Full timeMain content Job Details for Financial Specialist I Court Name/Organization: Federal Circuit Court of Appeals Overview of the Position: The Financial Specialist I position is within the Administrative Services Office (ASO) and reports directly to the supervisor of the finance and procurement office (FPO). The incumbent performs and coordinates an array...
-
Financial Specialist
3 weeks ago
Washington, United States Library Systems & Services Full timeJob DescriptionJob DescriptionNEW GRADUATES APPLICANTS WELCOMED An international financial institution seeks a Financial Specialist to join its headquarters-based Library Team. The successful candidate will provide research and reference services to the staff, using his/her knowledge of economic and financial data, news, and bibliographic resources. In...
-
Financial Specialist
2 weeks ago
Washington, United States Library Systems & Services Full timeJob DescriptionJob DescriptionNEW GRADUATES APPLICANTS WELCOMED An international financial institution seeks a Financial Specialist to join its headquarters-based Library Team. The successful candidate will provide research and reference services to the staff, using his/her knowledge of economic and financial data, news, and bibliographic resources. In...
-
Financial Program Specialist
3 weeks ago
Washington, United States Court Services and Offender Supervision Agency for DC - Agency Wide Full timeSummary The position serves as the Financial Program Specialist, located in the Office of Administration (OA) within Court Services and Offender Supervision Agency for the District of Columbia (CSOSA). CSOSA provides community supervision of adult offenders released by the DC Superior Court or the United States Parole Commission on probation, parole...
-
Financial Specialist
3 weeks ago
Washington Highlands, Washington, D.C., United States Library Systems & Services Full timeNEW GRADUATES APPLICANTS WELCOMED An international financial institution seeks a Financial Specialist to join its headquarters-based Library Team. The successful candidate will provide research and reference services to the staff, using his/her knowledge of economic and financial data, news, and bibliographic resources. In keeping with the Library’s...
-
Financial Industrial Specialist
1 week ago
Washington, United States LADGOV CORPORATION Full timeJob Title: Financial Industrial Specialist. Location: Washington, DC 20534 Schedule: maximum of 32 hours or less each week. Days will be determined; however, it will be between the hours of 7:30 am to4:00 pm. Qualifications: 5 years or more of working in a correctional manufacturing and service environment. 5 years or more of SAP experience. Knowledge and...
-
Financial Industrial Specialist
3 weeks ago
Washington, United States Ladgov Corporation Full timeJob DescriptionJob DescriptionJob Title: Financial Industrial Specialist.Location: Washington, DC 20534Schedule: maximum of 32 hours or less each week. Days will be determined; however, it will be between the hours of 7:30 am to4:00 pm.Qualifications:5 years or more of working in a correctional manufacturing and service environment.5 years or more of SAP...
-
Financial Industrial Specialist
2 weeks ago
Washington, United States Ladgov Corporation Full timeJob DescriptionJob DescriptionJob Title: Financial Industrial Specialist.Location: Washington, DC 20534Schedule: maximum of 32 hours or less each week. Days will be determined; however, it will be between the hours of 7:30 am to4:00 pm.Qualifications:5 years or more of working in a correctional manufacturing and service environment.5 years or more of SAP...
-
Washington, United States LATINO ECONOMIC DEVELOPMENT CORPORATION OF WASHINGTON DC Full time[Receptionist and Intake Associate- Washington, DC [The Latino Economic Development Center (LEDC) is a private, non-profit 501(c)(3) community development corporation founded in 1991. LEDCs mission is to drive the economic and social advancement of low- to moderate-income Latinos and other D.C. area residents by equipping them with the skills and tools to...
-
Habilitation Specialist
2 weeks ago
Washington, United States Total Care Services, Inc. Full time**SCOPE OF POSITION**: The Habilitation Specialist is responsible for clinical coordination, monitoring, compliance, and administrative functions relevant to Medicaid Waiver In-Home Support & Hourly Respite services, and other authorized services and supports. The Habilitation Specialist will require mínimal supervision to fulfill duties including but not...