Administrative Client Intake Specialist jobs in United States
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Wesley Financial Group · 11 hours ago

Administrative Client Intake Specialist

positionFranklin, Tennessee
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Wesley Financial Group is a company dedicated to helping clients achieve financial freedom, and they are seeking an Administrative Client Intake Specialist to join their Client Services team. The role involves guiding new clients through their onboarding process and ensuring a smooth experience.

ConsultingDocument PreparationFinanceFinancial Services

Responsibilities

Welcome New Clients: Conduct onboarding calls to guide clients through their next steps
File Management: Collect, scan, and upload timeshare documents to Salesforce
Team Player: Assist with incoming mail, emails, chatters, and faxes – making sure nothing slips through the cracks
Process Improvement: Test systems and workflows to keep things running smoothly
Client Focused: Ensure all onboarding materials are completed and submitted, setting clients up for success

Qualification

Client onboardingSalesforceExcelGoogle SheetsGSuiteOrganizationCommunication skillsTeam collaborationDetail-oriented

Required

Exceptional verbal and written communication abilities
Experience with Excel, Google Sheets, and GSuite is a must!
You're great at juggling multiple tasks and meeting deadlines
You collaborate well with others but can also work independently
You have a sharp eye for accuracy and focus on results

Benefits

Comprehensive Coverage: Medical, Dental, and Vision Insurance.
Invest in Your Future: 401K with a company match.
Generous PTO starting from day one and 11 paid holidays (including 2 floating holidays) 12 Total
Fun company-wide events and employee recognition programs.
Access to our fitness center, team lounges, and food trucks for a mid-day pick-me-up.
Leadership training and advancement opportunities
Robust employee recognition programs
Ability to participate in company-wide community outreach programs
Fun engaging company-wide events and activities
Outstanding work/life balance
Spirited and passionate team environment with members who display core values of teamwork and integrity

Company

Wesley Financial Group

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Wesley Financial Group is a consumer rights group that timeshare cancellation and debt elimination services to individuals and families.
dateFounded in 2011
location
Franklin, Tennessee, USA
people-size201-500 employees
web-link
https://www.wesleyfinancialgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jinanne West
Chief Financial Officer
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John Meadows
Chief Revenue Officer (CRO)
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Recent News

EIN Presswire
WESLEY FINANCIAL GROUP WARNS CONSUMERS TO READ FINE PRINT AS MAINTENANCE FEES CONTINUE TO SURGE
2025-11-21
EIN Presswire
Wesley Financial Group Founder Offers Advice on Getting Rid of an Unwanted Timeshare
2025-08-15
EIN Presswire
WESLEY FINANCIAL GROUP HELPS 10,000 FAMILIES CANCEL TIMESHARES IN PAST YEAR
2025-05-09
Company data provided by crunchbase